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 | $135,629 | $108,919+24.5% | $100,391+35.1% | $145,922-7.1% |
| Participation rate | 88.9% | 82.9%+6.0pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 18.11% | 57.88%-39.8pp | 49.20%-31.1pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,750 | $4,419-60.4% | $3,942-55.6% | $4,660-62.4% |
| Participant deferral / active EE | $9,655 | $8,445+14.3% | $8,082+19.5% | $6,688+44.4% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |