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 | $123,208 | $99,020+24.4% | $86,590+42.3% | $147,584-16.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.44% | 1312.34%-1287.9pp | 964.84%-940.4pp | 578.55%-554.1pp |
| Employer contribution / active EE | $3,696 | $3,132+18.0% | $2,839+30.2% | $4,876-24.2% |
| Participant deferral / active EE | $5,955 | $3,972+49.9% | $3,609+65.0% | $5,439+9.5% |
| Admin fee / account holder | $288 | $5,710-95.0% | $4,906-94.1% | $10,885-97.4% |