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 | $143,344 | $175,202-18.2% | $149,673-4.2% | $139,434+2.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 12.42% | 166.71%-154.3pp | 134.42%-122.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,796 | $5,474-67.2% | $4,818-62.7% | $4,751-62.2% |
| Participant deferral / active EE | $3,106 | $6,519-52.4% | $5,680-45.3% | $6,710-53.7% |
| Admin fee / account holder | $141 | $16,150-99.1% | $13,210-98.9% | $11,403-98.8% |