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 | $100,203 | $176,377-43.2% | $134,143-25.3% | $158,922-36.9% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 25.09% | 63.63%-38.5pp | 36.33%-11.2pp | 302.83%-277.7pp |
| Employer contribution / active EE | $8,764 | $5,040+73.9% | $3,704+136.6% | $4,761+84.1% |
| Participant deferral / active EE | $5,945 | $4,091+45.3% | $3,499+69.9% | $5,982-0.6% |
| Admin fee / account holder | $196 | $8,718-97.8% | $6,684-97.1% | $11,246-98.3% |