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 | $117,866 | $109,817+7.3% | $98,442+19.7% | $167,490-29.6% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 17.50% | 1956.69%-1939.2pp | 1492.73%-1475.2pp | 478.56%-461.1pp |
| Employer contribution / active EE | $3,116 | $3,224-3.3% | $2,960+5.3% | $4,837-35.6% |
| Participant deferral / active EE | $5,660 | $4,673+21.1% | $4,276+32.4% | $6,341-10.7% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |