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 | $228,562 | $183,519+24.5% | $155,509+47.0% | $145,922+56.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.19% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $8,631 | $5,313+62.5% | $4,672+84.7% | $4,660+85.2% |
| Participant deferral / active EE | $6,356 | $6,462-1.6% | $5,626+13.0% | $6,688-5.0% |
| Admin fee / account holder | $4 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |