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 | $249,030 | $202,318+23.1% | $172,739+44.2% | $152,861+62.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 23.56% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $4,417 | $5,856-24.6% | $5,143-14.1% | $4,762-7.3% |
| Participant deferral / active EE | $7,098 | $5,948+19.3% | $5,198+36.6% | $5,850+21.3% |
| Admin fee / account holder | $290 | $17,109-98.3% | $13,954-97.9% | $11,596-97.5% |