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 | $160,356 | $133,922+19.7% | $116,228+38.0% | $142,382+12.6% |
| Participation rate | 84.6% | 77.9%+6.8pp | 74.6%+10.1pp | 80.1%+4.5pp |
| Annual return | 13.87% | 147.76%-133.9pp | 90.06%-76.2pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,725 | $3,446-49.9% | $2,994-42.4% | $4,299-59.9% |
| Participant deferral / active EE | $5,977 | $5,672+5.4% | $4,953+20.7% | $6,507-8.1% |
| Admin fee / account holder | $197 | $14,945-98.7% | $11,989-98.4% | $12,624-98.4% |