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 | $212,847 | $177,572+19.9% | $154,803+37.5% | $142,382+49.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.86% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $17,070 | $4,810+254.9% | $4,305+296.5% | $4,299+297.1% |
| Participant deferral / active EE | $8,020 | $6,272+27.9% | $5,540+44.8% | $6,507+23.2% |
| Admin fee / account holder | $256 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |