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 | $201,276 | $185,822+8.3% | $169,993+18.4% | $139,434+44.4% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 32.86% | 60.50%-27.6pp | 53.37%-20.5pp | 372.94%-340.1pp |
| Employer contribution / active EE | $9,276 | $7,590+22.2% | $6,785+36.7% | $4,751+95.3% |
| Participant deferral / active EE | $9,217 | $11,622-20.7% | $10,408-11.4% | $6,710+37.4% |
| Admin fee / account holder | $70 | $15,381-99.5% | $12,815-99.5% | $11,403-99.4% |