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 | $214,471 | $176,056+21.8% | $159,436+34.5% | $167,490+28.0% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 19.48% | 331.75%-312.3pp | 263.57%-244.1pp | 478.56%-459.1pp |
| Employer contribution / active EE | $9,414 | $5,297+77.7% | $4,829+94.9% | $4,837+94.6% |
| Participant deferral / active EE | $17,728 | $7,750+128.8% | $7,352+141.1% | $6,341+179.6% |
| Admin fee / account holder | $254 | $12,554-98.0% | $10,799-97.6% | $12,309-97.9% |