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 | $210,588 | $144,119+46.1% | $117,854+78.7% | $147,584+42.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 14.87% | 531.15%-516.3pp | 335.08%-320.2pp | 578.55%-563.7pp |
| Employer contribution / active EE | $9,105 | $4,896+85.9% | $3,786+140.5% | $4,876+86.7% |
| Participant deferral / active EE | $4,800 | $5,316-9.7% | $4,482+7.1% | $5,439-11.7% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |