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 | $130,049 | $109,817+18.4% | $98,442+32.1% | $167,490-22.4% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 15.14% | 1956.69%-1941.6pp | 1492.73%-1477.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $3,020 | $3,224-6.3% | $2,960+2.0% | $4,837-37.6% |
| Participant deferral / active EE | $8,738 | $4,673+87.0% | $4,276+104.3% | $6,341+37.8% |
| Admin fee / account holder | $263 | $6,753-96.1% | $5,949-95.6% | $12,309-97.9% |