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 | $180,465 | $159,602+13.1% | $150,045+20.3% | $142,382+26.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 16.27% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $6,697 | $4,961+35.0% | $4,693+42.7% | $4,299+55.8% |
| Participant deferral / active EE | $8,588 | $8,310+3.3% | $7,997+7.4% | $6,507+32.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |