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 | $49,824 | $138,065-63.9% | $123,544-59.7% | $135,375-63.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.34% | 153.68%-155.0pp | 119.20%-120.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $947 | $5,151-81.6% | $4,628-79.5% | $4,779-80.2% |
| Participant deferral / active EE | $4,174 | $6,799-38.6% | $6,426-35.0% | $5,609-25.6% |
| Admin fee / account holder | $243 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |