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 | $203,626 | $165,984+22.7% | $164,813+23.6% | $145,922+39.5% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 11.73% | 100.03%-88.3pp | 69.93%-58.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $14,772 | $5,273+180.2% | $4,341+240.3% | $4,660+217.0% |
| Participant deferral / active EE | $8,570 | $6,959+23.2% | $6,031+42.1% | $6,688+28.1% |
| Admin fee / account holder | $1 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |