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 | $129,562 | $102,966+25.8% | $90,281+43.5% | $152,861-15.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 17.92% | 95.16%-77.2pp | 78.10%-60.2pp | 345.32%-327.4pp |
| Employer contribution / active EE | $6,513 | $3,139+107.5% | $2,854+128.2% | $4,762+36.8% |
| Participant deferral / active EE | $8,809 | $4,281+105.8% | $3,885+126.7% | $5,850+50.6% |
| Admin fee / account holder | $150 | $6,171-97.6% | $5,351-97.2% | $11,596-98.7% |