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 8-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 | $231,271 | $180,449+28.2% | $154,107+50.1% | $135,375+70.8% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | 0.00% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $8,414 | $6,035+39.4% | $5,298+58.8% | $4,779+76.1% |
| Participant deferral / active EE | $6,658 | $5,806+14.7% | $5,081+31.0% | $5,609+18.7% |
| Admin fee / account holder | $13 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |