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 | $220,505 | $177,572+24.2% | $154,803+42.4% | $142,382+54.9% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 13.90% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $8,304 | $4,810+72.6% | $4,305+92.9% | $4,299+93.1% |
| Participant deferral / active EE | $6,592 | $6,272+5.1% | $5,540+19.0% | $6,507+1.3% |
| Admin fee / account holder | $92 | $16,786-99.4% | $14,329-99.4% | $12,624-99.3% |