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 | $88,961 | $91,538-2.8% | $129,995-31.6% | $75,163+18.4% |
| Participation rate | 72.0% | 71.4%+0.6pp | 78.5%-6.5pp | 67.2%+4.8pp |
| Annual return | 21.38% | -631.11%+652.5pp | -137.18%+158.6pp | 160.62%-139.2pp |
| Employer contribution / active EE | $4,796 | $2,845+68.6% | $4,320+11.0% | $2,670+79.7% |
| Participant deferral / active EE | $10,236 | $4,341+135.8% | $5,820+75.9% | $4,125+148.1% |
| Admin fee / account holder | $43 | $6,790-99.4% | $10,614-99.6% | $5,651-99.2% |