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 | $164,356 | $109,327+50.3% | $89,391+83.9% | $158,922+3.4% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 18.70% | 345.68%-327.0pp | 245.62%-226.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,744 | $3,170-13.4% | $2,586+6.1% | $4,761-42.4% |
| Participant deferral / active EE | $10,274 | $4,598+123.4% | $3,890+164.1% | $5,982+71.7% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |