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 | $157,694 | $171,865-8.2% | $149,718+5.3% | $147,584+6.9% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 20.01% | 2113.22%-2093.2pp | 1501.63%-1481.6pp | 578.55%-558.5pp |
| Employer contribution / active EE | $9,959 | $6,275+58.7% | $5,445+82.9% | $4,876+104.2% |
| Participant deferral / active EE | $7,747 | $7,271+6.5% | $6,569+17.9% | $5,439+42.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |