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 | $113,412 | $107,334+5.7% | $92,893+22.1% | $152,861-25.8% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.4%+2.2pp |
| Annual return | 27.53% | 145.58%-118.0pp | 109.41%-81.9pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,816 | $4,221-57.0% | $3,653-50.3% | $4,762-61.9% |
| Participant deferral / active EE | $4,997 | $4,845+3.1% | $4,236+18.0% | $5,850-14.6% |
| Admin fee / account holder | $13 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |