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 | $148,958 | $112,881+32.0% | $90,951+63.8% | $158,922-6.3% |
| Participation rate | 81.8% | 74.7%+7.1pp | 69.0%+12.8pp | 82.0%-0.1pp |
| Annual return | 22.98% | 215.79%-192.8pp | 134.60%-111.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $3,181 | $2,893+9.9% | $2,122+49.9% | $4,761-33.2% |
| Participant deferral / active EE | $6,523 | $4,128+58.0% | $3,373+93.4% | $5,982+9.0% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |