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 | $209,675 | $175,202+19.7% | $149,673+40.1% | $139,434+50.4% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 17.11% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $8,041 | $5,474+46.9% | $4,818+66.9% | $4,751+69.3% |
| Participant deferral / active EE | $7,059 | $6,519+8.3% | $5,680+24.3% | $6,710+5.2% |
| Admin fee / account holder | $7 | $16,150-100.0% | $13,210-99.9% | $11,403-99.9% |