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 | $183,348 | $165,335+10.9% | $149,696+22.5% | $158,922+15.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.02% | 348.15%-333.1pp | 276.60%-261.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $4,795 | $5,103-6.0% | $4,644+3.2% | $4,761+0.7% |
| Participant deferral / active EE | $8,124 | $7,181+13.1% | $6,842+18.7% | $5,982+35.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |