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 | $30,404 | $180,449-83.2% | $154,107-80.3% | $135,375-77.5% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -5.07% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,391 | $6,035-76.9% | $5,298-73.7% | $4,779-70.9% |
| Participant deferral / active EE | $3,526 | $5,806-39.3% | $5,081-30.6% | $5,609-37.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |