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 | $133,704 | $107,334+24.6% | $92,893+43.9% | $152,861-12.5% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 29.38% | 145.58%-116.2pp | 109.41%-80.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $4,240 | $4,221+0.5% | $3,653+16.1% | $4,762-11.0% |
| Participant deferral / active EE | $9,781 | $4,845+101.9% | $4,236+130.9% | $5,850+67.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |