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 | $208,997 | $176,056+18.7% | $159,436+31.1% | $167,490+24.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.03% | 331.75%-318.7pp | 263.57%-250.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,256 | $5,297-57.4% | $4,829-53.3% | $4,837-53.4% |
| Participant deferral / active EE | $15,698 | $7,750+102.6% | $7,352+113.5% | $6,341+147.6% |
| Admin fee / account holder | -$63 | $12,554-100.5% | $10,799-100.6% | $12,309-100.5% |