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 | $85,980 | $57,354+49.9% | $83,848+2.5% | $64,186+34.0% |
| Participation rate | 83.3% | 68.6%+14.7pp | 76.1%+7.2pp | 69.6%+13.8pp |
| Annual return | -4.22% | 11.38%-15.6pp | 850.88%-855.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $4,412 | $2,545+73.3% | $3,631+21.5% | $2,381+85.3% |
| Participant deferral / active EE | $8,798 | $2,993+193.9% | $4,082+115.5% | $3,470+153.6% |
| Admin fee / account holder | $9 | $4,046-99.8% | $5,478-99.8% | $4,888-99.8% |