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 | $120,689 | $102,966+17.2% | $90,281+33.7% | $152,861-21.0% |
| Participation rate | 82.4% | 75.9%+6.5pp | 73.3%+9.1pp | 82.4%-0.1pp |
| Annual return | 25.17% | 95.16%-70.0pp | 78.10%-52.9pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,283 | $3,139-59.1% | $2,854-55.1% | $4,762-73.1% |
| Participant deferral / active EE | $3,617 | $4,281-15.5% | $3,885-6.9% | $5,850-38.2% |
| Admin fee / account holder | $18 | $6,171-99.7% | $5,351-99.7% | $11,596-99.8% |