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 8-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 | $235,913 | $214,378+10.0% | $200,582+17.6% | $142,382+65.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 33.27% | 46.41%-13.1pp | 42.33%-9.1pp | 217.08%-183.8pp |
| Employer contribution / active EE | $13,052 | $6,841+90.8% | $6,419+103.3% | $4,299+203.6% |
| Participant deferral / active EE | $11,415 | $9,865+15.7% | $9,331+22.3% | $6,507+75.4% |
| Admin fee / account holder | $42 | $17,692-99.8% | $16,305-99.7% | $12,624-99.7% |