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 | $180,593 | $171,865+5.1% | $149,718+20.6% | $147,584+22.4% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 10.27% | 2113.22%-2102.9pp | 1501.63%-1491.4pp | 578.55%-568.3pp |
| Employer contribution / active EE | $2,030 | $6,275-67.6% | $5,445-62.7% | $4,876-58.4% |
| Participant deferral / active EE | $7,526 | $7,271+3.5% | $6,569+14.6% | $5,439+38.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |