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 9-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 | $86,629 | $159,901-45.8% | $146,958-41.1% | $145,922-40.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 36.23% | 98.13%-61.9pp | 418.34%-382.1pp | 561.29%-525.1pp |
| Employer contribution / active EE | $2,377 | $5,286-55.0% | $4,933-51.8% | $4,660-49.0% |
| Participant deferral / active EE | $6,779 | $8,428-19.6% | $8,070-16.0% | $6,688+1.4% |
| Admin fee / account holder | $89 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |