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 | $191,149 | $180,449+5.9% | $154,107+24.0% | $135,375+41.2% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -8.10% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $7,819 | $6,035+29.6% | $5,298+47.6% | $4,779+63.6% |
| Participant deferral / active EE | $6,106 | $5,806+5.2% | $5,081+20.2% | $5,609+8.9% |
| Admin fee / account holder | $101 | $16,143-99.4% | $13,411-99.2% | $10,827-99.1% |