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 | $170,204 | $118,849+43.2% | $96,562+76.3% | $167,490+1.6% |
| Participation rate | 72.7% | 75.5%-2.7pp | 69.8%+2.9pp | 82.1%-9.4pp |
| Annual return | 43.22% | 50.49%-7.3pp | 37.78%+5.4pp | 478.56%-435.3pp |
| Employer contribution / active EE | $2,370 | $3,120-24.0% | $2,356+0.6% | $4,837-51.0% |
| Participant deferral / active EE | $3,300 | $4,616-28.5% | $3,849-14.3% | $6,341-48.0% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |