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 | $99,046 | $102,317-3.2% | $146,958-32.6% | $80,856+22.5% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.4pp | 67.6%+25.0pp |
| Annual return | 14.43% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $4,199 | $3,713+13.1% | $4,933-14.9% | $2,755+52.4% |
| Participant deferral / active EE | $11,228 | $6,644+69.0% | $8,070+39.1% | $4,296+161.4% |
| Admin fee / account holder | $5 | $7,941-99.9% | $12,998-100.0% | $6,918-99.9% |