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 | $172,812 | $115,770+49.3% | $101,248+70.7% | $158,922+8.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 20.02% | 56.14%-36.1pp | 46.47%-26.4pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,379 | $4,175-19.1% | $3,660-7.7% | $4,761-29.0% |
| Participant deferral / active EE | $8,010 | $4,957+61.6% | $4,370+83.3% | $5,982+33.9% |
| Admin fee / account holder | $154 | $7,245-97.9% | $5,945-97.4% | $11,246-98.6% |