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 | $128,824 | $157,256-18.1% | $141,162-8.7% | $152,861-15.7% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 24.17% | 64.32%-40.2pp | 71.39%-47.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,847 | $5,261-45.9% | $4,735-39.9% | $4,762-40.2% |
| Participant deferral / active EE | $8,705 | $7,109+22.4% | $6,709+29.7% | $5,850+48.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |