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 | $149,101 | $226,064-34.0% | $182,532-18.3% | $152,861-2.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.67% | 192.51%-168.8pp | 148.54%-124.9pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,821 | $4,978-43.3% | $4,076-30.8% | $4,762-40.8% |
| Participant deferral / active EE | $8,709 | $6,368+36.8% | $5,524+57.7% | $5,850+48.9% |
| Admin fee / account holder | $12 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |