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 | $185,585 | $138,044+34.4% | $125,339+48.1% | $134,475+38.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.72% | 750.33%-767.0pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,209 | $5,243-38.8% | $4,814-33.3% | $4,740-32.3% |
| Participant deferral / active EE | $10,925 | $7,799+40.1% | $7,446+46.7% | $6,400+70.7% |
| Admin fee / account holder | $145 | $11,571-98.7% | $10,010-98.6% | $11,426-98.7% |