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 | $153,970 | $99,877+54.2% | $84,966+81.2% | $145,922+5.5% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 16.43% | 83.76%-67.3pp | 66.38%-49.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $3,894 | $3,231+20.5% | $2,727+42.8% | $4,660-16.4% |
| Participant deferral / active EE | $10,715 | $5,291+102.5% | $4,519+137.1% | $6,688+60.2% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |