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 | $166,586 | $150,187+10.9% | $120,354+38.4% | $145,922+14.2% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 15.60% | 154.07%-138.5pp | 107.15%-91.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,905 | $4,348-56.2% | $3,463-45.0% | $4,660-59.1% |
| Participant deferral / active EE | $4,016 | $6,173-34.9% | $4,991-19.5% | $6,688-40.0% |
| Admin fee / account holder | $286 | $12,207-97.7% | $9,423-97.0% | $13,397-97.9% |