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 | $98,897 | $100,852-1.9% | $90,404+9.4% | $158,922-37.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 15.16% | 1724.20%-1709.0pp | 1293.02%-1277.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $4,925 | $3,689+33.5% | $3,262+51.0% | $4,761+3.4% |
| Participant deferral / active EE | $7,543 | $4,348+73.5% | $3,963+90.3% | $5,982+26.1% |
| Admin fee / account holder | $15 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |