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 | $204,547 | $175,202+16.7% | $149,673+36.7% | $139,434+46.7% |
| Participation rate | 88.2% | 83.4%+4.9pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 17.55% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $6,045 | $5,474+10.4% | $4,818+25.5% | $4,751+27.2% |
| Participant deferral / active EE | $11,386 | $6,519+74.7% | $5,680+100.5% | $6,710+69.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |