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 | $177,515 | $175,202+1.3% | $149,673+18.6% | $139,434+27.3% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 20.86% | 166.71%-145.8pp | 134.42%-113.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $9,150 | $5,474+67.1% | $4,818+89.9% | $4,751+92.6% |
| Participant deferral / active EE | $7,630 | $6,519+17.0% | $5,680+34.3% | $6,710+13.7% |
| Admin fee / account holder | $269 | $16,150-98.3% | $13,210-98.0% | $11,403-97.6% |