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 | $91,366 | $60,124+52.0% | $90,404+1.1% | $79,858+14.4% |
| Participation rate | 77.8% | 65.0%+12.8pp | 72.7%+5.1pp | 69.6%+8.1pp |
| Annual return | 14.60% | 71.94%-57.3pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,754 | $2,068+33.2% | $3,262-15.6% | $2,471+11.5% |
| Participant deferral / active EE | $5,641 | $2,938+92.0% | $3,963+42.3% | $3,740+50.8% |
| Admin fee / account holder | $7 | $3,976-99.8% | $5,611-99.9% | $5,306-99.9% |