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 | $225,955 | $169,032+33.7% | $129,207+74.9% | $145,922+54.8% |
| Participation rate | 77.8% | 76.4%+1.3pp | 69.6%+8.2pp | 80.3%-2.5pp |
| Annual return | 14.26% | 14330.11%-14315.9pp | 9417.33%-9403.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,721 | $5,537-50.9% | $4,153-34.5% | $4,660-41.6% |
| Participant deferral / active EE | $6,747 | $4,987+35.3% | $4,168+61.9% | $6,688+0.9% |
| Admin fee / account holder | $15 | $9,954-99.8% | $7,715-99.8% | $13,397-99.9% |