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 | $188,797 | $109,817+71.9% | $98,442+91.8% | $167,490+12.7% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 25.50% | 1956.69%-1931.2pp | 1492.73%-1467.2pp | 478.56%-453.1pp |
| Employer contribution / active EE | $1,981 | $3,224-38.6% | $2,960-33.1% | $4,837-59.0% |
| Participant deferral / active EE | $5,756 | $4,673+23.2% | $4,276+34.6% | $6,341-9.2% |
| Admin fee / account holder | $41 | $6,753-99.4% | $5,949-99.3% | $12,309-99.7% |