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 | $125,934 | $175,202-28.1% | $149,673-15.9% | $139,434-9.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.45% | 166.71%-154.3pp | 134.42%-122.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $4,199 | $5,474-23.3% | $4,818-12.8% | $4,751-11.6% |
| Participant deferral / active EE | $5,173 | $6,519-20.7% | $5,680-8.9% | $6,710-22.9% |
| Admin fee / account holder | $232 | $16,150-98.6% | $13,210-98.2% | $11,403-98.0% |