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 | $239,484 | $171,865+39.3% | $149,718+60.0% | $147,584+62.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 16.15% | 2113.22%-2097.1pp | 1501.63%-1485.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $3,664 | $6,275-41.6% | $5,445-32.7% | $4,876-24.9% |
| Participant deferral / active EE | $14,102 | $7,271+94.0% | $6,569+114.7% | $5,439+159.3% |
| Admin fee / account holder | $254 | $13,799-98.2% | $11,283-97.7% | $10,885-97.7% |