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 | $41,711 | $127,386-67.3% | $115,037-63.7% | $125,391-66.7% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -2.02% | 31.28%-33.3pp | 26.14%-28.2pp | 282.22%-284.2pp |
| Employer contribution / active EE | $9,287 | $5,166+79.8% | $4,608+101.6% | $4,866+90.9% |
| Participant deferral / active EE | $3,943 | $6,423-38.6% | $6,026-34.6% | $5,352-26.3% |
| Admin fee / account holder | $63 | $9,516-99.3% | $8,175-99.2% | $9,540-99.3% |