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 | $146,256 | $105,998+38.0% | $92,233+58.6% | $147,584-0.9% |
| Participation rate | 73.3% | 80.4%-7.1pp | 76.5%-3.1pp | 82.8%-9.5pp |
| Annual return | 16.94% | 50.05%-33.1pp | 176.28%-159.3pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,260 | $4,333-47.9% | $3,679-38.6% | $4,876-53.7% |
| Participant deferral / active EE | $6,131 | $4,478+36.9% | $3,897+57.3% | $5,439+12.7% |
| Admin fee / account holder | $264 | $6,332-95.8% | $5,194-94.9% | $10,885-97.6% |