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 | $224,373 | $183,963+22.0% | $162,163+38.4% | $152,861+46.8% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 16.25% | 150.76%-134.5pp | 115.59%-99.3pp | 345.32%-329.1pp |
| Employer contribution / active EE | $11,423 | $6,371+79.3% | $5,614+103.5% | $4,762+139.9% |
| Participant deferral / active EE | $5,945 | $8,034-26.0% | $7,298-18.5% | $5,850+1.6% |
| Admin fee / account holder | $21 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |