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 | $92,580 | $102,966-10.1% | $90,281+2.5% | $152,861-39.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 26.89% | 95.16%-68.3pp | 78.10%-51.2pp | 345.32%-318.4pp |
| Employer contribution / active EE | $2,154 | $3,139-31.4% | $2,854-24.6% | $4,762-54.8% |
| Participant deferral / active EE | $9,285 | $4,281+116.9% | $3,885+139.0% | $5,850+58.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |