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 | $198,574 | $197,591+0.5% | $177,821+11.7% | $158,922+25.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.49% | 58.76%-39.3pp | 48.32%-28.8pp | 302.83%-283.3pp |
| Employer contribution / active EE | $12,639 | $6,697+88.7% | $5,918+113.6% | $4,761+165.5% |
| Participant deferral / active EE | $16,568 | $8,405+97.1% | $7,714+114.8% | $5,982+177.0% |
| Admin fee / account holder | $171 | $15,399-98.9% | $12,427-98.6% | $11,246-98.5% |