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 | $129,562 | $226,064-42.7% | $182,532-29.0% | $152,861-15.2% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.4%+6.4pp |
| Annual return | 21.47% | 192.51%-171.0pp | 148.54%-127.1pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,056 | $4,978-58.7% | $4,076-49.6% | $4,762-56.8% |
| Participant deferral / active EE | $8,040 | $6,368+26.3% | $5,524+45.5% | $5,850+37.4% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |