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 | $88,658 | $138,044-35.8% | $125,339-29.3% | $134,475-34.1% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -3.88% | 750.33%-754.2pp | 572.05%-575.9pp | 417.96%-421.8pp |
| Employer contribution / active EE | $2,596 | $5,243-50.5% | $4,814-46.1% | $4,740-45.2% |
| Participant deferral / active EE | $7,021 | $7,799-10.0% | $7,446-5.7% | $6,400+9.7% |
| Admin fee / account holder | $291 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |