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 | $246,799 | $159,901+54.3% | $146,958+67.9% | $145,922+69.1% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 21.49% | 98.13%-76.6pp | 418.34%-396.8pp | 561.29%-539.8pp |
| Employer contribution / active EE | $2,733 | $5,286-48.3% | $4,933-44.6% | $4,660-41.3% |
| Participant deferral / active EE | $7,185 | $8,428-14.8% | $8,070-11.0% | $6,688+7.4% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |