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 | $72,883 | $138,065-47.2% | $123,544-41.0% | $135,375-46.2% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -4.80% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $7,669 | $5,151+48.9% | $4,628+65.7% | $4,779+60.5% |
| Participant deferral / active EE | $9,205 | $6,799+35.4% | $6,426+43.3% | $5,609+64.1% |
| Admin fee / account holder | $275 | $10,916-97.5% | $9,284-97.0% | $10,827-97.5% |