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 7-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 | $167,788 | $129,942+29.1% | $104,294+60.9% | $134,475+24.8% |
| Participation rate | 77.8% | 79.5%-1.7pp | 73.3%+4.5pp | 81.2%-3.4pp |
| Annual return | -5.77% | 42.03%-47.8pp | 24.61%-30.4pp | 417.96%-423.7pp |
| Employer contribution / active EE | $1,416 | $4,184-66.2% | $3,372-58.0% | $4,740-70.1% |
| Participant deferral / active EE | $3,335 | $5,588-40.3% | $4,625-27.9% | $6,400-47.9% |
| Admin fee / account holder | $85 | $9,323-99.1% | $7,339-98.8% | $11,426-99.3% |