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 | $213,541 | $183,519+16.4% | $155,509+37.3% | $145,922+46.3% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.82% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.5pp |
| Employer contribution / active EE | $7,487 | $5,313+40.9% | $4,672+60.2% | $4,660+60.7% |
| Participant deferral / active EE | $11,094 | $6,462+71.7% | $5,626+97.2% | $6,688+65.9% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |