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 | $114,295 | $175,202-34.8% | $149,673-23.6% | $139,434-18.0% |
| Participation rate | 88.2% | 83.4%+4.9pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 25.83% | 166.71%-140.9pp | 134.42%-108.6pp | 372.94%-347.1pp |
| Employer contribution / active EE | $2,680 | $5,474-51.0% | $4,818-44.4% | $4,751-43.6% |
| Participant deferral / active EE | $4,733 | $6,519-27.4% | $5,680-16.7% | $6,710-29.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |