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 9-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 | $111,025 | $102,966+7.8% | $90,281+23.0% | $152,861-27.4% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 21.44% | 95.16%-73.7pp | 78.10%-56.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,180 | $3,139-30.6% | $2,854-23.6% | $4,762-54.2% |
| Participant deferral / active EE | $2,858 | $4,281-33.2% | $3,885-26.4% | $5,850-51.1% |
| Admin fee / account holder | $197 | $6,171-96.8% | $5,351-96.3% | $11,596-98.3% |