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 | $162,421 | $107,334+51.3% | $92,893+74.8% | $152,861+6.3% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 20.26% | 145.58%-125.3pp | 109.41%-89.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,750 | $4,221-58.5% | $3,653-52.1% | $4,762-63.3% |
| Participant deferral / active EE | $7,705 | $4,845+59.0% | $4,236+81.9% | $5,850+31.7% |
| Admin fee / account holder | $2 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |