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 | $207,674 | $226,064-8.1% | $182,532+13.8% | $152,861+35.9% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.4%+6.4pp |
| Annual return | 15.68% | 192.51%-176.8pp | 148.54%-132.9pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,525 | $4,978-69.4% | $4,076-62.6% | $4,762-68.0% |
| Participant deferral / active EE | $12,863 | $6,368+102.0% | $5,524+132.9% | $5,850+119.9% |
| Admin fee / account holder | $61 | $10,703-99.4% | $8,592-99.3% | $11,596-99.5% |