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 | $76,746 | $180,449-57.5% | $154,107-50.2% | $135,375-43.3% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -6.87% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,960 | $6,035-67.5% | $5,298-63.0% | $4,779-59.0% |
| Participant deferral / active EE | $7,666 | $5,806+32.0% | $5,081+50.9% | $5,609+36.7% |
| Admin fee / account holder | $48 | $16,143-99.7% | $13,411-99.6% | $10,827-99.6% |