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 | $91,867 | $183,963-50.1% | $162,163-43.3% | $152,861-39.9% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.6%+4.8pp | 82.4%+9.9pp |
| Annual return | 13.32% | 150.76%-137.4pp | 115.59%-102.3pp | 345.32%-332.0pp |
| Employer contribution / active EE | $6,166 | $6,371-3.2% | $5,614+9.8% | $4,762+29.5% |
| Participant deferral / active EE | $7,911 | $8,034-1.5% | $7,298+8.4% | $5,850+35.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |