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 | $147,527 | $165,984-11.1% | $164,813-10.5% | $145,922+1.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 10.36% | 100.03%-89.7pp | 69.93%-59.6pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,345 | $5,273-36.6% | $4,341-22.9% | $4,660-28.2% |
| Participant deferral / active EE | $7,627 | $6,959+9.6% | $6,031+26.5% | $6,688+14.0% |
| Admin fee / account holder | $21 | $16,648-99.9% | $12,690-99.8% | $13,397-99.8% |