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 | $238,871 | $172,478+38.5% | $145,661+64.0% | $142,382+67.8% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.2%+6.1pp | 80.1%+3.2pp |
| Annual return | 17.09% | 151.09%-134.0pp | 101.46%-84.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,313 | $4,899-12.0% | $4,238+1.8% | $4,299+0.3% |
| Participant deferral / active EE | $11,197 | $8,348+34.1% | $7,198+55.5% | $6,507+72.1% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |