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 | $128,112 | $107,934+18.7% | $91,989+39.3% | $152,861-16.2% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 90.82% | 89.24%+1.6pp | 69.02%+21.8pp | 345.32%-254.5pp |
| Employer contribution / active EE | $2,608 | $4,210-38.1% | $3,452-24.5% | $4,762-45.2% |
| Participant deferral / active EE | $5,215 | $6,364-18.1% | $5,923-12.0% | $5,850-10.9% |
| Admin fee / account holder | $6 | $10,520-99.9% | $7,743-99.9% | $11,596-100.0% |