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 | $154,636 | $185,822-16.8% | $169,993-9.0% | $139,434+10.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.62% | 60.50%-38.9pp | 53.37%-31.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $11,409 | $7,590+50.3% | $6,785+68.1% | $4,751+140.2% |
| Participant deferral / active EE | $11,398 | $11,622-1.9% | $10,408+9.5% | $6,710+69.9% |
| Admin fee / account holder | $11 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |