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 | $90,924 | $115,770-21.5% | $101,248-10.2% | $158,922-42.8% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 8.39% | 56.14%-47.8pp | 46.47%-38.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $2,053 | $4,175-50.8% | $3,660-43.9% | $4,761-56.9% |
| Participant deferral / active EE | $4,172 | $4,957-15.8% | $4,370-4.5% | $5,982-30.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |