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 | $204,700 | $209,411-2.2% | $178,490+14.7% | $158,922+28.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.26% | 188.75%-172.5pp | 151.07%-134.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $9,514 | $5,706+66.7% | $5,011+89.9% | $4,761+99.8% |
| Participant deferral / active EE | $6,224 | $5,954+4.5% | $5,202+19.7% | $5,982+4.0% |
| Admin fee / account holder | $2 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |