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 | $122,644 | $121,625+0.8% | $104,607+17.2% | $158,922-22.8% |
| Participation rate | 89.5% | 77.5%+11.9pp | 74.1%+15.4pp | 82.0%+7.5pp |
| Annual return | 24.88% | 465.26%-440.4pp | 340.46%-315.6pp | 302.83%-277.9pp |
| Employer contribution / active EE | $3,498 | $3,163+10.6% | $2,681+30.5% | $4,761-26.5% |
| Participant deferral / active EE | $7,841 | $4,177+87.7% | $3,740+109.7% | $5,982+31.1% |
| Admin fee / account holder | $44 | $7,787-99.4% | $6,473-99.3% | $11,246-99.6% |