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 | $126,895 | $157,256-19.3% | $141,162-10.1% | $152,861-17.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 391.97% | 64.32%+327.7pp | 71.39%+320.6pp | 345.32%+46.7pp |
| Employer contribution / active EE | $8,186 | $5,261+55.6% | $4,735+72.9% | $4,762+71.9% |
| Participant deferral / active EE | $17,657 | $7,109+148.4% | $6,709+163.2% | $5,850+201.8% |
| Admin fee / account holder | $290 | $12,120-97.6% | $10,261-97.2% | $11,596-97.5% |