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 | $221,547 | $159,901+38.6% | $146,958+50.8% | $145,922+51.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 24.65% | 98.13%-73.5pp | 418.34%-393.7pp | 561.29%-536.6pp |
| Employer contribution / active EE | $3,031 | $5,286-42.7% | $4,933-38.6% | $4,660-35.0% |
| Participant deferral / active EE | $6,724 | $8,428-20.2% | $8,070-16.7% | $6,688+0.5% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |