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 | $126,334 | $160,055-21.1% | $140,016-9.8% | $135,375-6.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -6.72% | 911.38%-918.1pp | 651.12%-657.8pp | 519.73%-526.5pp |
| Employer contribution / active EE | $8,564 | $6,420+33.4% | $5,606+52.8% | $4,779+79.2% |
| Participant deferral / active EE | $13,674 | $7,642+78.9% | $6,927+97.4% | $5,609+143.8% |
| Admin fee / account holder | $151 | $13,328-98.9% | $10,705-98.6% | $10,827-98.6% |