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 | $130,821 | $232,540-43.7% | $185,117-29.3% | $147,584-11.4% |
| Participation rate | 90.0% | 82.4%+7.6pp | 77.3%+12.7pp | 82.8%+7.2pp |
| Annual return | 17.34% | 43.03%-25.7pp | 40.50%-23.2pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,677 | $5,195-48.5% | $4,182-36.0% | $4,876-45.1% |
| Participant deferral / active EE | $5,509 | $5,834-5.6% | $5,045+9.2% | $5,439+1.3% |
| Admin fee / account holder | $8 | $10,275-99.9% | $8,159-99.9% | $10,885-99.9% |