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 | $129,880 | $115,770+12.2% | $101,248+28.3% | $158,922-18.3% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 22.80% | 56.14%-33.3pp | 46.47%-23.7pp | 302.83%-280.0pp |
| Employer contribution / active EE | $3,417 | $4,175-18.1% | $3,660-6.6% | $4,761-28.2% |
| Participant deferral / active EE | $7,570 | $4,957+52.7% | $4,370+73.2% | $5,982+26.5% |
| Admin fee / account holder | $27 | $7,245-99.6% | $5,945-99.5% | $11,246-99.8% |