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 | $113,276 | $168,632-32.8% | $147,614-23.3% | $125,391-9.7% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -3.69% | 77.65%-81.3pp | 61.98%-65.7pp | 282.22%-285.9pp |
| Employer contribution / active EE | $9,510 | $6,252+52.1% | $5,564+70.9% | $4,866+95.4% |
| Participant deferral / active EE | $5,455 | $5,507-0.9% | $4,895+11.4% | $5,352+1.9% |
| Admin fee / account holder | $146 | $13,580-98.9% | $11,611-98.7% | $9,540-98.5% |