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 | $224,949 | $217,402+3.5% | $185,823+21.1% | $167,490+34.3% |
| Participation rate | 92.9% | 86.0%+6.8pp | 81.7%+11.2pp | 82.1%+10.8pp |
| Annual return | 11.43% | 148.36%-136.9pp | 122.05%-110.6pp | 478.56%-467.1pp |
| Employer contribution / active EE | $5,624 | $5,873-4.2% | $5,167+8.8% | $4,837+16.3% |
| Participant deferral / active EE | $6,816 | $6,356+7.2% | $5,568+22.4% | $6,341+7.5% |
| Admin fee / account holder | $270 | $19,811-98.6% | $16,237-98.3% | $12,309-97.8% |