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 | $103,363 | $183,519-43.7% | $155,509-33.5% | $145,922-29.2% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 13.42% | 61.17%-47.7pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $6,764 | $5,313+27.3% | $4,672+44.8% | $4,660+45.2% |
| Participant deferral / active EE | $4,556 | $6,462-29.5% | $5,626-19.0% | $6,688-31.9% |
| Admin fee / account holder | $165 | $19,313-99.1% | $15,912-99.0% | $13,397-98.8% |