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 | $110,171 | $175,202-37.1% | $149,673-26.4% | $139,434-21.0% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 19.36% | 166.71%-147.3pp | 134.42%-115.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $4,721 | $5,474-13.8% | $4,818-2.0% | $4,751-0.6% |
| Participant deferral / active EE | $5,437 | $6,519-16.6% | $5,680-4.3% | $6,710-19.0% |
| Admin fee / account holder | $3 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |