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 | $206,063 | $210,648-2.2% | $177,989+15.8% | $145,922+41.2% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 16.98% | 385.86%-368.9pp | 294.48%-277.5pp | 561.29%-544.3pp |
| Employer contribution / active EE | $7,185 | $4,565+57.4% | $3,949+82.0% | $4,660+54.2% |
| Participant deferral / active EE | $15,702 | $6,958+125.7% | $6,276+150.2% | $6,688+134.8% |
| Admin fee / account holder | $20 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |