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 | $212,541 | $214,378-0.9% | $200,582+6.0% | $142,382+49.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.07% | 46.41%-26.3pp | 42.33%-22.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $15,471 | $6,841+126.1% | $6,419+141.0% | $4,299+259.9% |
| Participant deferral / active EE | $8,088 | $9,865-18.0% | $9,331-13.3% | $6,507+24.3% |
| Admin fee / account holder | $199 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |