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 | $196,541 | $177,572+10.7% | $154,803+27.0% | $142,382+38.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.39% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,957 | $4,810-17.7% | $4,305-8.1% | $4,299-8.0% |
| Participant deferral / active EE | $3,273 | $6,272-47.8% | $5,540-40.9% | $6,507-49.7% |
| Admin fee / account holder | $5 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |