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 | $222,811 | $183,963+21.1% | $162,163+37.4% | $152,861+45.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 21.79% | 150.76%-129.0pp | 115.59%-93.8pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,898 | $6,371-38.8% | $5,614-30.6% | $4,762-18.1% |
| Participant deferral / active EE | $14,345 | $8,034+78.6% | $7,298+96.6% | $5,850+145.2% |
| Admin fee / account holder | $119 | $13,121-99.1% | $10,843-98.9% | $11,596-99.0% |