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 | $200,225 | $159,901+25.2% | $146,958+36.2% | $145,922+37.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.78% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $5,339 | $5,286+1.0% | $4,933+8.2% | $4,660+14.6% |
| Participant deferral / active EE | $15,055 | $8,428+78.6% | $8,070+86.6% | $6,688+125.1% |
| Admin fee / account holder | $130 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |