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 | $154,910 | $183,963-15.8% | $162,163-4.5% | $152,861+1.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 17.33% | 150.76%-133.4pp | 115.59%-98.3pp | 345.32%-328.0pp |
| Employer contribution / active EE | $6,244 | $6,371-2.0% | $5,614+11.2% | $4,762+31.1% |
| Participant deferral / active EE | $7,090 | $8,034-11.7% | $7,298-2.8% | $5,850+21.2% |
| Admin fee / account holder | $3 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |