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 | $92,042 | $138,044-33.3% | $125,339-26.6% | $134,475-31.6% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -15.11% | 750.33%-765.4pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $4,756 | $5,243-9.3% | $4,814-1.2% | $4,740+0.3% |
| Participant deferral / active EE | $9,371 | $7,799+20.2% | $7,446+25.8% | $6,400+46.4% |
| Admin fee / account holder | $93 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |