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 | $200,828 | $176,056+14.1% | $159,436+26.0% | $167,490+19.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.31% | 331.75%-321.4pp | 263.57%-253.3pp | 478.56%-468.2pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,726 | $7,750-26.1% | $7,352-22.1% | $6,341-9.7% |
| Admin fee / account holder | $22 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |