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 | $139,704 | $176,812-21.0% | $146,665-4.7% | $167,490-16.6% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 88.15% | 24.03%+64.1pp | 22.74%+65.4pp | 478.56%-390.4pp |
| Employer contribution / active EE | $6,879 | $5,160+33.3% | $4,136+66.3% | $4,837+42.2% |
| Participant deferral / active EE | $11,704 | $6,440+81.8% | $5,506+112.6% | $6,341+84.6% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |