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 | $154,338 | $152,587+1.1% | $125,175+23.3% | $152,861+1.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 30.89% | 54.84%-23.9pp | 43.79%-12.9pp | 345.32%-314.4pp |
| Employer contribution / active EE | $3,632 | $4,946-26.6% | $3,865-6.1% | $4,762-23.7% |
| Participant deferral / active EE | $6,433 | $5,868+9.6% | $4,937+30.3% | $5,850+10.0% |
| Admin fee / account holder | $286 | $13,434-97.9% | $9,702-97.0% | $11,596-97.5% |