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 | $148,747 | $74,888+98.6% | $71,209+108.9% | $142,382+4.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 15.44% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,408 | $2,854-50.7% | $2,721-48.3% | $4,299-67.3% |
| Participant deferral / active EE | $3,181 | $4,454-28.6% | $4,175-23.8% | $6,507-51.1% |
| Admin fee / account holder | $131 | $5,568-97.6% | $5,349-97.5% | $12,624-99.0% |