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 | $129,138 | $102,317+26.2% | $146,958-12.1% | $80,856+59.7% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 12.55% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,158 | $3,713-15.0% | $4,933-36.0% | $2,755+14.6% |
| Participant deferral / active EE | $9,118 | $6,644+37.2% | $8,070+13.0% | $4,296+112.3% |
| Admin fee / account holder | $1 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |