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 | $197,654 | $198,466-0.4% | $170,442+16.0% | $147,584+33.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.24% | 257.29%-243.1pp | 205.93%-191.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,149 | $6,184-65.2% | $5,433-60.4% | $4,876-55.9% |
| Participant deferral / active EE | $10,521 | $5,629+86.9% | $4,939+113.0% | $5,439+93.4% |
| Admin fee / account holder | $290 | $16,852-98.3% | $13,880-97.9% | $10,885-97.3% |