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 | $206,105 | $109,817+87.7% | $98,442+109.4% | $167,490+23.1% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 29.58% | 1956.69%-1927.1pp | 1492.73%-1463.1pp | 478.56%-449.0pp |
| Employer contribution / active EE | $4,913 | $3,224+52.4% | $2,960+66.0% | $4,837+1.6% |
| Participant deferral / active EE | $10,931 | $4,673+133.9% | $4,276+155.6% | $6,341+72.4% |
| Admin fee / account holder | $78 | $6,753-98.8% | $5,949-98.7% | $12,309-99.4% |