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 | $236,821 | $159,602+48.4% | $150,045+57.8% | $142,382+66.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.54% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,276 | $4,961-34.0% | $4,693-30.2% | $4,299-23.8% |
| Participant deferral / active EE | $10,971 | $8,310+32.0% | $7,997+37.2% | $6,507+68.6% |
| Admin fee / account holder | $201 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |