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 | $168,831 | $160,055+5.5% | $140,016+20.6% | $135,375+24.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -3.16% | 911.38%-914.5pp | 651.12%-654.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $1,399 | $6,420-78.2% | $5,606-75.0% | $4,779-70.7% |
| Participant deferral / active EE | $7,156 | $7,642-6.4% | $6,927+3.3% | $5,609+27.6% |
| Admin fee / account holder | $110 | $13,328-99.2% | $10,705-99.0% | $10,827-99.0% |