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 | $127,342 | $102,317+24.5% | $146,958-13.3% | $80,856+57.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 19.05% | 134.76%-115.7pp | 418.34%-399.3pp | 35.59%-16.5pp |
| Employer contribution / active EE | $6,320 | $3,713+70.2% | $4,933+28.1% | $2,755+129.4% |
| Participant deferral / active EE | $7,897 | $6,644+18.9% | $8,070-2.1% | $4,296+83.8% |
| Admin fee / account holder | $190 | $7,941-97.6% | $12,998-98.5% | $6,918-97.3% |