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 9-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 | $194,198 | $176,056+10.3% | $159,436+21.8% | $167,490+15.9% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 13.82% | 331.75%-317.9pp | 263.57%-249.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $10,481 | $5,297+97.9% | $4,829+117.0% | $4,837+116.7% |
| Participant deferral / active EE | $14,726 | $7,750+90.0% | $7,352+100.3% | $6,341+132.2% |
| Admin fee / account holder | $33 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |