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 | $124,136 | $198,466-37.5% | $170,442-27.2% | $147,584-15.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 37.19% | 257.29%-220.1pp | 205.93%-168.7pp | 578.55%-541.4pp |
| Employer contribution / active EE | $8,084 | $6,184+30.7% | $5,433+48.8% | $4,876+65.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $256 | $16,852-98.5% | $13,880-98.2% | $10,885-97.6% |