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 | $147,623 | $100,852+46.4% | $90,404+63.3% | $158,922-7.1% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.7%-0.5pp | 82.0%-9.7pp |
| Annual return | 14.69% | 1724.20%-1709.5pp | 1293.02%-1278.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,110 | $3,689-69.9% | $3,262-66.0% | $4,761-76.7% |
| Participant deferral / active EE | $5,089 | $4,348+17.1% | $3,963+28.4% | $5,982-14.9% |
| Admin fee / account holder | $6 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |