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 | $211,989 | $197,591+7.3% | $177,821+19.2% | $158,922+33.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.82% | 58.76%-49.9pp | 48.32%-39.5pp | 302.83%-294.0pp |
| Employer contribution / active EE | $20,436 | $6,697+205.1% | $5,918+245.3% | $4,761+329.2% |
| Participant deferral / active EE | $19,125 | $8,405+127.5% | $7,714+147.9% | $5,982+219.7% |
| Admin fee / account holder | $134 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |