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 | $121,969 | $121,625+0.3% | $104,607+16.6% | $158,922-23.3% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 20.99% | 465.26%-444.3pp | 340.46%-319.5pp | 302.83%-281.8pp |
| Employer contribution / active EE | $8,172 | $3,163+158.4% | $2,681+204.9% | $4,761+71.6% |
| Participant deferral / active EE | $5,423 | $4,177+29.8% | $3,740+45.0% | $5,982-9.3% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |