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 | $200,828 | $185,822+8.1% | $169,993+18.1% | $139,434+44.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.46% | 60.50%-39.0pp | 53.37%-31.9pp | 372.94%-351.5pp |
| Employer contribution / active EE | $12,284 | $7,590+61.8% | $6,785+81.0% | $4,751+158.6% |
| Participant deferral / active EE | $8,956 | $11,622-22.9% | $10,408-13.9% | $6,710+33.5% |
| Admin fee / account holder | $62 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |