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 | $206,497 | $165,335+24.9% | $149,696+37.9% | $158,922+29.9% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 20.07% | 348.15%-328.1pp | 276.60%-256.5pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,728 | $5,103-66.1% | $4,644-62.8% | $4,761-63.7% |
| Participant deferral / active EE | $10,332 | $7,181+43.9% | $6,842+51.0% | $5,982+72.7% |
| Admin fee / account holder | $5 | $10,807-100.0% | $9,309-99.9% | $11,246-100.0% |