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 | $157,252 | $133,958+17.4% | $112,228+40.1% | $134,475+16.9% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -17.09% | 47.11%-64.2pp | 27.45%-44.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,071 | $4,038+0.8% | $3,635+12.0% | $4,740-14.1% |
| Participant deferral / active EE | $12,399 | $5,291+134.4% | $4,728+162.2% | $6,400+93.7% |
| Admin fee / account holder | -$65 | $7,489-100.9% | $6,410-101.0% | $11,426-100.6% |