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 | $157,437 | $176,377-10.7% | $134,143+17.4% | $158,922-0.9% |
| Participation rate | 92.3% | 78.7%+13.6pp | 72.2%+20.1pp | 82.0%+10.3pp |
| Annual return | 18.04% | 63.63%-45.6pp | 36.33%-18.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,626 | $5,040-67.7% | $3,704-56.1% | $4,761-65.8% |
| Participant deferral / active EE | $6,449 | $4,091+57.6% | $3,499+84.3% | $5,982+7.8% |
| Admin fee / account holder | $2 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |