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 | $200,268 | $165,984+20.7% | $164,813+21.5% | $145,922+37.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.85% | 100.03%-86.2pp | 69.93%-56.1pp | 561.29%-547.4pp |
| Employer contribution / active EE | $12,638 | $5,273+139.7% | $4,341+191.1% | $4,660+171.2% |
| Participant deferral / active EE | $16,323 | $6,959+134.6% | $6,031+170.6% | $6,688+144.1% |
| Admin fee / account holder | $186 | $16,648-98.9% | $12,690-98.5% | $13,397-98.6% |