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 | $143,290 | $133,922+7.0% | $116,228+23.3% | $142,382+0.6% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.6%-4.6pp | 80.1%-10.1pp |
| Annual return | 19.64% | 147.76%-128.1pp | 90.06%-70.4pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,840 | $3,446-17.6% | $2,994-5.2% | $4,299-34.0% |
| Participant deferral / active EE | $6,045 | $5,672+6.6% | $4,953+22.0% | $6,507-7.1% |
| Admin fee / account holder | $76 | $14,945-99.5% | $11,989-99.4% | $12,624-99.4% |