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 | $215,528 | $159,602+35.0% | $150,045+43.6% | $142,382+51.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.42% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,896 | $4,961-1.3% | $4,693+4.3% | $4,299+13.9% |
| Participant deferral / active EE | $15,289 | $8,310+84.0% | $7,997+91.2% | $6,507+135.0% |
| Admin fee / account holder | $242 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |