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 | $141,357 | $209,411-32.5% | $178,490-20.8% | $158,922-11.1% |
| Participation rate | 79.2% | 86.3%-7.2pp | 81.9%-2.8pp | 82.0%-2.8pp |
| Annual return | 98.62% | 188.75%-90.1pp | 151.07%-52.5pp | 302.83%-204.2pp |
| Employer contribution / active EE | $7,033 | $5,706+23.2% | $5,011+40.4% | $4,761+47.7% |
| Participant deferral / active EE | $3,231 | $5,954-45.7% | $5,202-37.9% | $5,982-46.0% |
| Admin fee / account holder | $235 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |