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 | $180,990 | $138,065+31.1% | $123,544+46.5% | $135,375+33.7% |
| Participation rate | 82.4% | 84.7%-2.4pp | 82.3%+0.1pp | 82.6%-0.3pp |
| Annual return | -4.76% | 153.68%-158.4pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $5,881 | $5,151+14.2% | $4,628+27.1% | $4,779+23.1% |
| Participant deferral / active EE | $7,591 | $6,799+11.7% | $6,426+18.1% | $5,609+35.4% |
| Admin fee / account holder | $141 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |