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 | $175,465 | $175,202+0.2% | $149,673+17.2% | $139,434+25.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 43.41% | 166.71%-123.3pp | 134.42%-91.0pp | 372.94%-329.5pp |
| Employer contribution / active EE | $9,490 | $5,474+73.4% | $4,818+97.0% | $4,751+99.8% |
| Participant deferral / active EE | $6,741 | $6,519+3.4% | $5,680+18.7% | $6,710+0.5% |
| Admin fee / account holder | $128 | $16,150-99.2% | $13,210-99.0% | $11,403-98.9% |