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 | $158,225 | $99,640+58.8% | $86,436+83.1% | $134,475+17.7% |
| Participation rate | 76.9% | 82.0%-5.1pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -9.71% | 6782.58%-6792.3pp | 4394.89%-4404.6pp | 417.96%-427.7pp |
| Employer contribution / active EE | $895 | $4,400-79.7% | $3,769-76.3% | $4,740-81.1% |
| Participant deferral / active EE | $6,221 | $7,246-14.2% | $6,952-10.5% | $6,400-2.8% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |