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 | $91,729 | $180,449-49.2% | $154,107-40.5% | $135,375-32.2% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -6.21% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,017 | $6,035-66.6% | $5,298-61.9% | $4,779-57.8% |
| Participant deferral / active EE | $2,851 | $5,806-50.9% | $5,081-43.9% | $5,609-49.2% |
| Admin fee / account holder | $50 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |