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 | $143,949 | $99,020+45.4% | $86,590+66.2% | $147,584-2.5% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 21.34% | 1312.34%-1291.0pp | 964.84%-943.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,963 | $3,132-37.3% | $2,839-30.9% | $4,876-59.8% |
| Participant deferral / active EE | $3,534 | $3,972-11.0% | $3,609-2.1% | $5,439-35.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |