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 | $125,947 | $159,901-21.2% | $146,958-14.3% | $145,922-13.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 13.31% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,011 | $5,286-24.1% | $4,933-18.7% | $4,660-13.9% |
| Participant deferral / active EE | $11,270 | $8,428+33.7% | $8,070+39.7% | $6,688+68.5% |
| Admin fee / account holder | $225 | $15,044-98.5% | $12,998-98.3% | $13,397-98.3% |