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 | $91,478 | $90,600+1.0% | $79,464+15.1% | $135,375-32.4% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | 0.19% | 977.43%-977.2pp | 718.14%-718.0pp | 519.73%-519.5pp |
| Employer contribution / active EE | $3,755 | $3,068+22.4% | $2,800+34.1% | $4,779-21.4% |
| Participant deferral / active EE | $4,422 | $4,050+9.2% | $3,704+19.4% | $5,609-21.2% |
| Admin fee / account holder | $141 | $5,907-97.6% | $5,113-97.2% | $10,827-98.7% |