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 | $88,413 | $96,635-8.5% | $86,612+2.1% | $139,434-36.6% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 19.39% | 106.41%-87.0pp | 591.07%-571.7pp | 372.94%-353.6pp |
| Employer contribution / active EE | $6,733 | $3,263+106.3% | $3,022+122.8% | $4,751+41.7% |
| Participant deferral / active EE | $3,173 | $4,836-34.4% | $4,438-28.5% | $6,710-52.7% |
| Admin fee / account holder | $152 | $6,408-97.6% | $5,614-97.3% | $11,403-98.7% |