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 10-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 | $57,048 | $90,600-37.0% | $79,464-28.2% | $135,375-57.9% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -2.99% | 977.43%-980.4pp | 718.14%-721.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,099 | $3,068-31.6% | $2,800-25.0% | $4,779-56.1% |
| Participant deferral / active EE | $2,770 | $4,050-31.6% | $3,704-25.2% | $5,609-50.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |