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 | $85,947 | $106,890-19.6% | $84,015+2.3% | $152,861-43.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 27.19% | 104.99%-77.8pp | 71.31%-44.1pp | 345.32%-318.1pp |
| Employer contribution / active EE | $2,075 | $2,734-24.1% | $1,983+4.6% | $4,762-56.4% |
| Participant deferral / active EE | $6,850 | $4,011+70.8% | $3,239+111.5% | $5,850+17.1% |
| Admin fee / account holder | $5 | $8,285-99.9% | $6,101-99.9% | $11,596-100.0% |