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 | $204,659 | $183,963+11.3% | $162,163+26.2% | $152,861+33.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 27.55% | 150.76%-123.2pp | 115.59%-88.0pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,700 | $6,371-73.3% | $5,614-69.7% | $4,762-64.3% |
| Participant deferral / active EE | $10,638 | $8,034+32.4% | $7,298+45.8% | $5,850+81.8% |
| Admin fee / account holder | $276 | $13,121-97.9% | $10,843-97.5% | $11,596-97.6% |