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 | $215,887 | $209,832+2.9% | $189,513+13.9% | $167,490+28.9% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 16.49% | 748.27%-731.8pp | 555.15%-538.7pp | 478.56%-462.1pp |
| Employer contribution / active EE | $5,791 | $6,914-16.2% | $6,162-6.0% | $4,837+19.7% |
| Participant deferral / active EE | $12,604 | $8,935+41.1% | $8,221+53.3% | $6,341+98.8% |
| Admin fee / account holder | $80 | $14,293-99.4% | $12,045-99.3% | $12,309-99.4% |