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 | $94,225 | $111,724-15.7% | $93,606+0.7% | $145,922-35.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 13.24% | 202.98%-189.7pp | 133.20%-120.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,424 | $3,090+10.8% | $2,420+41.5% | $4,660-26.5% |
| Participant deferral / active EE | $7,453 | $4,912+51.7% | $4,411+69.0% | $6,688+11.4% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |