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 | $241,994 | $176,056+37.5% | $159,436+51.8% | $167,490+44.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.49% | 331.75%-315.3pp | 263.57%-247.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,865 | $5,297-27.0% | $4,829-20.0% | $4,837-20.1% |
| Participant deferral / active EE | $11,994 | $7,750+54.8% | $7,352+63.1% | $6,341+89.1% |
| Admin fee / account holder | $6 | $12,554-100.0% | $10,799-99.9% | $12,309-99.9% |