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 | $158,678 | $159,901-0.8% | $146,958+8.0% | $145,922+8.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 12.01% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,864 | $5,286-45.8% | $4,933-41.9% | $4,660-38.5% |
| Participant deferral / active EE | $6,125 | $8,428-27.3% | $8,070-24.1% | $6,688-8.4% |
| Admin fee / account holder | $3 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |