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 | $148,753 | $138,065+7.7% | $123,544+20.4% | $135,375+9.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 2.38% | 153.68%-151.3pp | 119.20%-116.8pp | 519.73%-517.4pp |
| Employer contribution / active EE | $3,907 | $5,151-24.2% | $4,628-15.6% | $4,779-18.2% |
| Participant deferral / active EE | $7,667 | $6,799+12.8% | $6,426+19.3% | $5,609+36.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |