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 | $121,368 | $112,881+7.5% | $90,951+33.4% | $158,922-23.6% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 35.74% | 215.79%-180.1pp | 134.60%-98.9pp | 302.83%-267.1pp |
| Employer contribution / active EE | $2,835 | $2,893-2.0% | $2,122+33.6% | $4,761-40.5% |
| Participant deferral / active EE | $10,037 | $4,128+143.2% | $3,373+197.6% | $5,982+67.8% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |