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 | $221,380 | $185,200+19.5% | $142,863+55.0% | $167,490+32.2% |
| Participation rate | 73.3% | 78.4%-5.1pp | 71.9%+1.4pp | 82.1%-8.8pp |
| Annual return | 14.59% | 8555.70%-8541.1pp | 5637.54%-5622.9pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,494 | $5,604-55.5% | $4,144-39.8% | $4,837-48.4% |
| Participant deferral / active EE | $4,077 | $4,494-9.3% | $3,837+6.3% | $6,341-35.7% |
| Admin fee / account holder | $47 | $8,031-99.4% | $6,560-99.3% | $12,309-99.6% |