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 | $234,540 | $198,466+18.2% | $170,442+37.6% | $147,584+58.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 22.74% | 257.29%-234.6pp | 205.93%-183.2pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,375 | $6,184-77.8% | $5,433-74.7% | $4,876-71.8% |
| Participant deferral / active EE | $8,880 | $5,629+57.7% | $4,939+79.8% | $5,439+63.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |