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 | $83,783 | $138,065-39.3% | $123,544-32.2% | $135,375-38.1% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.05% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $11,247 | $5,151+118.3% | $4,628+143.0% | $4,779+135.4% |
| Participant deferral / active EE | $9,991 | $6,799+46.9% | $6,426+55.5% | $5,609+78.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |