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 | $151,076 | $198,466-23.9% | $170,442-11.4% | $147,584+2.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.38% | 257.29%-236.9pp | 205.93%-185.5pp | 578.55%-558.2pp |
| Employer contribution / active EE | $7,171 | $6,184+16.0% | $5,433+32.0% | $4,876+47.1% |
| Participant deferral / active EE | $6,442 | $5,629+14.4% | $4,939+30.4% | $5,439+18.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |