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 | $157,077 | $118,849+32.2% | $96,562+62.7% | $167,490-6.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 24.71% | 50.49%-25.8pp | 37.78%-13.1pp | 478.56%-453.9pp |
| Employer contribution / active EE | $3,571 | $3,120+14.5% | $2,356+51.6% | $4,837-26.2% |
| Participant deferral / active EE | $1,590 | $4,616-65.6% | $3,849-58.7% | $6,341-74.9% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |