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 | $154,735 | $171,865-10.0% | $149,718+3.4% | $147,584+4.8% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 16.20% | 2113.22%-2097.0pp | 1501.63%-1485.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,139 | $6,275-50.0% | $5,445-42.3% | $4,876-35.6% |
| Participant deferral / active EE | $7,616 | $7,271+4.8% | $6,569+15.9% | $5,439+40.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |