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 | $127,183 | $168,632-24.6% | $147,614-13.8% | $125,391+1.4% |
| Participation rate | 84.6% | 88.8%-4.2pp | 84.6%0pp | 83.2%+1.4pp |
| Annual return | -1.67% | 77.65%-79.3pp | 61.98%-63.6pp | 282.22%-283.9pp |
| Employer contribution / active EE | $9,009 | $6,252+44.1% | $5,564+61.9% | $4,866+85.1% |
| Participant deferral / active EE | $5,372 | $5,507-2.5% | $4,895+9.7% | $5,352+0.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |