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 | $216,918 | $209,411+3.6% | $178,490+21.5% | $158,922+36.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.23% | 188.75%-177.5pp | 151.07%-139.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $10,876 | $5,706+90.6% | $5,011+117.1% | $4,761+128.4% |
| Participant deferral / active EE | $3,600 | $5,954-39.5% | $5,202-30.8% | $5,982-39.8% |
| Admin fee / account holder | $255 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |