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 9-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 | $144,450 | $117,841+22.6% | $102,423+41.0% | $145,922-1.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 65.46% | 31.65%+33.8pp | 29.32%+36.1pp | 561.29%-495.8pp |
| Employer contribution / active EE | $2,236 | $3,615-38.1% | $3,023-26.0% | $4,660-52.0% |
| Participant deferral / active EE | $6,401 | $5,731+11.7% | $5,053+26.7% | $6,688-4.3% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |