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 | $208,722 | $209,411-0.3% | $178,490+16.9% | $158,922+31.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.68% | 188.75%-181.1pp | 151.07%-143.4pp | 302.83%-295.1pp |
| Employer contribution / active EE | $1,547 | $5,706-72.9% | $5,011-69.1% | $4,761-67.5% |
| Participant deferral / active EE | $7,949 | $5,954+33.5% | $5,202+52.8% | $5,982+32.9% |
| Admin fee / account holder | $159 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |