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 | $144,006 | $159,901-9.9% | $146,958-2.0% | $145,922-1.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 25.93% | 98.13%-72.2pp | 418.34%-392.4pp | 561.29%-535.4pp |
| Employer contribution / active EE | $4,508 | $5,286-14.7% | $4,933-8.6% | $4,660-3.3% |
| Participant deferral / active EE | $11,942 | $8,428+41.7% | $8,070+48.0% | $6,688+78.6% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |