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 | $214,392 | $202,318+6.0% | $172,739+24.1% | $152,861+40.3% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 20.14% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $8,133 | $5,856+38.9% | $5,143+58.1% | $4,762+70.8% |
| Participant deferral / active EE | $8,845 | $5,948+48.7% | $5,198+70.2% | $5,850+51.2% |
| Admin fee / account holder | $167 | $17,109-99.0% | $13,954-98.8% | $11,596-98.6% |