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 | $213,468 | $165,984+28.6% | $164,813+29.5% | $145,922+46.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.57% | 100.03%-82.5pp | 69.93%-52.4pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,754 | $5,273-47.8% | $4,341-36.5% | $4,660-40.9% |
| Participant deferral / active EE | $8,746 | $6,959+25.7% | $6,031+45.0% | $6,688+30.8% |
| Admin fee / account holder | $2 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |