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 9-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 | $205,428 | $197,591+4.0% | $177,821+15.5% | $158,922+29.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.92% | 58.76%-39.8pp | 48.32%-29.4pp | 302.83%-283.9pp |
| Employer contribution / active EE | $5,021 | $6,697-25.0% | $5,918-15.2% | $4,761+5.5% |
| Participant deferral / active EE | $10,289 | $8,405+22.4% | $7,714+33.4% | $5,982+72.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |