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 | $155,610 | $183,963-15.4% | $162,163-4.0% | $152,861+1.8% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.6%+6.6pp | 82.4%+11.7pp |
| Annual return | 20.72% | 150.76%-130.0pp | 115.59%-94.9pp | 345.32%-324.6pp |
| Employer contribution / active EE | $4,923 | $6,371-22.7% | $5,614-12.3% | $4,762+3.4% |
| Participant deferral / active EE | $3,375 | $8,034-58.0% | $7,298-53.8% | $5,850-42.3% |
| Admin fee / account holder | $1 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |