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 | $91,087 | $180,449-49.5% | $154,107-40.9% | $135,375-32.7% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -2.83% | 888.09%-890.9pp | 735.12%-737.9pp | 519.73%-522.6pp |
| Employer contribution / active EE | $4,011 | $6,035-33.5% | $5,298-24.3% | $4,779-16.1% |
| Participant deferral / active EE | $7,027 | $5,806+21.0% | $5,081+38.3% | $5,609+25.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |