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 | $150,571 | $171,865-12.4% | $149,718+0.6% | $147,584+2.0% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 16.14% | 2113.22%-2097.1pp | 1501.63%-1485.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,344 | $6,275-78.6% | $5,445-75.3% | $4,876-72.4% |
| Participant deferral / active EE | $5,759 | $7,271-20.8% | $6,569-12.3% | $5,439+5.9% |
| Admin fee / account holder | $70 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |