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 | $212,290 | $109,817+93.3% | $98,442+115.7% | $167,490+26.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 13.34% | 1956.69%-1943.3pp | 1492.73%-1479.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,890 | $3,224-10.4% | $2,960-2.4% | $4,837-40.3% |
| Participant deferral / active EE | $8,884 | $4,673+90.1% | $4,276+107.7% | $6,341+40.1% |
| Admin fee / account holder | $26 | $6,753-99.6% | $5,949-99.6% | $12,309-99.8% |