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 | $82,583 | $93,024-11.2% | $77,024+7.2% | $134,475-38.6% |
| Participation rate | 88.9% | 74.5%+14.4pp | 67.9%+21.0pp | 81.2%+7.7pp |
| Annual return | 148.47% | 62.60%+85.9pp | 42.32%+106.2pp | 417.96%-269.5pp |
| Employer contribution / active EE | $2,098 | $3,418-38.6% | $2,812-25.4% | $4,740-55.7% |
| Participant deferral / active EE | $7,285 | $5,238+39.1% | $4,426+64.6% | $6,400+13.8% |
| Admin fee / account holder | $177 | $6,944-97.5% | $5,425-96.7% | $11,426-98.5% |