See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,053 | $168,632-71.5% | $147,614-67.4% | $125,391-61.7% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -2.87% | 77.65%-80.5pp | 61.98%-64.8pp | 282.22%-285.1pp |
| Employer contribution / active EE | $2,979 | $6,252-52.4% | $5,564-46.5% | $4,866-38.8% |
| Participant deferral / active EE | $5,792 | $5,507+5.2% | $4,895+18.3% | $5,352+8.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |