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 | $161,013 | $150,440+7.0% | $136,294+18.1% | $147,584+9.1% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 11.92% | 1049.08%-1037.2pp | 5155.94%-5144.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,911 | $5,256-63.6% | $4,695-59.3% | $4,876-60.8% |
| Participant deferral / active EE | $7,218 | $6,630+8.9% | $6,247+15.5% | $5,439+32.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |