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 | $90,439 | $95,971-5.8% | $74,550+21.3% | $135,375-33.2% |
| Participation rate | 81.3% | 75.7%+5.6pp | 69.1%+12.1pp | 82.6%-1.4pp |
| Annual return | -7.13% | 56.96%-64.1pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,875 | $2,716-31.0% | $1,961-4.4% | $4,779-60.8% |
| Participant deferral / active EE | $6,966 | $3,843+81.2% | $3,108+124.1% | $5,609+24.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |