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 | $120,618 | $107,934+11.8% | $91,989+31.1% | $152,861-21.1% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 19.80% | 89.24%-69.4pp | 69.02%-49.2pp | 345.32%-325.5pp |
| Employer contribution / active EE | $4,586 | $4,210+8.9% | $3,452+32.9% | $4,762-3.7% |
| Participant deferral / active EE | $7,027 | $6,364+10.4% | $5,923+18.6% | $5,850+20.1% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |