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 7-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 | $186,193 | $209,832-11.3% | $189,513-1.8% | $167,490+11.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.30% | 748.27%-732.0pp | 555.15%-538.9pp | 478.56%-462.3pp |
| Employer contribution / active EE | $13,585 | $6,914+96.5% | $6,162+120.5% | $4,837+180.8% |
| Participant deferral / active EE | $13,509 | $8,935+51.2% | $8,221+64.3% | $6,341+113.0% |
| Admin fee / account holder | $28 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |