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 | $86,617 | $109,327-20.8% | $89,391-3.1% | $158,922-45.5% |
| Participation rate | 81.8% | 74.3%+7.6pp | 68.0%+13.8pp | 82.0%-0.1pp |
| Annual return | 22.98% | 345.68%-322.7pp | 245.62%-222.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $5,030 | $3,170+58.7% | $2,586+94.6% | $4,761+5.7% |
| Participant deferral / active EE | $3,618 | $4,598-21.3% | $3,890-7.0% | $5,982-39.5% |
| Admin fee / account holder | $5 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |