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 | $176,966 | $198,466-10.8% | $170,442+3.8% | $147,584+19.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.92% | 257.29%-231.4pp | 205.93%-180.0pp | 578.55%-552.6pp |
| Employer contribution / active EE | $10,987 | $6,184+77.7% | $5,433+102.2% | $4,876+125.3% |
| Participant deferral / active EE | $9,456 | $5,629+68.0% | $4,939+91.4% | $5,439+73.9% |
| Admin fee / account holder | $82 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |