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 | $118,960 | $198,466-40.1% | $170,442-30.2% | $147,584-19.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.28% | 257.29%-238.0pp | 205.93%-186.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,893 | $6,184-69.4% | $5,433-65.2% | $4,876-61.2% |
| Participant deferral / active EE | $5,220 | $5,629-7.3% | $4,939+5.7% | $5,439-4.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |