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 | $158,092 | $175,202-9.8% | $149,673+5.6% | $139,434+13.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 16.84% | 166.71%-149.9pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $4,327 | $5,474-21.0% | $4,818-10.2% | $4,751-8.9% |
| Participant deferral / active EE | $11,492 | $6,519+76.3% | $5,680+102.3% | $6,710+71.3% |
| Admin fee / account holder | $293 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |