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 | $185,104 | $159,901+15.8% | $146,958+26.0% | $145,922+26.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 12.66% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $5,747 | $5,286+8.7% | $4,933+16.5% | $4,660+23.3% |
| Participant deferral / active EE | $9,585 | $8,428+13.7% | $8,070+18.8% | $6,688+43.3% |
| Admin fee / account holder | $52 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |