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 | $161,239 | $175,202-8.0% | $149,673+7.7% | $139,434+15.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 15.42% | 166.71%-151.3pp | 134.42%-119.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,925 | $5,474-64.8% | $4,818-60.0% | $4,751-59.5% |
| Participant deferral / active EE | $7,426 | $6,519+13.9% | $5,680+30.7% | $6,710+10.7% |
| Admin fee / account holder | $107 | $16,150-99.3% | $13,210-99.2% | $11,403-99.1% |