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 6-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 | $166,846 | $133,922+24.6% | $116,228+43.6% | $142,382+17.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 15.28% | 147.76%-132.5pp | 90.06%-74.8pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,742 | $3,446+8.6% | $2,994+24.9% | $4,299-13.0% |
| Participant deferral / active EE | $13,338 | $5,672+135.2% | $4,953+169.3% | $6,507+105.0% |
| Admin fee / account holder | $29 | $14,945-99.8% | $11,989-99.8% | $12,624-99.8% |