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 | $48,909 | $90,600-46.0% | $79,464-38.5% | $135,375-63.9% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -3.54% | 977.43%-981.0pp | 718.14%-721.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $5,086 | $3,068+65.8% | $2,800+81.6% | $4,779+6.4% |
| Participant deferral / active EE | $1,485 | $4,050-63.3% | $3,704-59.9% | $5,609-73.5% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |