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 | $40,560 | $138,065-70.6% | $123,544-67.2% | $135,375-70.0% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.32% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,423 | $5,151-33.6% | $4,628-26.0% | $4,779-28.4% |
| Participant deferral / active EE | $2,581 | $6,799-62.0% | $6,426-59.8% | $5,609-54.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |