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 | $97,535 | $138,065-29.4% | $123,544-21.1% | $135,375-28.0% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -5.71% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,008 | $5,151-41.6% | $4,628-35.0% | $4,779-37.1% |
| Participant deferral / active EE | $9,391 | $6,799+38.1% | $6,426+46.2% | $5,609+67.4% |
| Admin fee / account holder | $18 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |