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 | $84,248 | $168,632-50.0% | $147,614-42.9% | $125,391-32.8% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -3.44% | 77.65%-81.1pp | 61.98%-65.4pp | 282.22%-285.7pp |
| Employer contribution / active EE | $8,001 | $6,252+28.0% | $5,564+43.8% | $4,866+64.4% |
| Participant deferral / active EE | $3,647 | $5,507-33.8% | $4,895-25.5% | $5,352-31.8% |
| Admin fee / account holder | $10 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |