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 | $92,886 | $104,907-11.5% | $84,611+9.8% | $152,861-39.2% |
| Participation rate | 93.3% | 74.8%+18.5pp | 68.2%+25.1pp | 82.4%+10.9pp |
| Annual return | 20.44% | 373.79%-353.3pp | 258.74%-238.3pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,119 | $3,302-66.1% | $2,652-57.8% | $4,762-76.5% |
| Participant deferral / active EE | $3,006 | $4,688-35.9% | $3,899-22.9% | $5,850-48.6% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |