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 | $198,167 | $198,466-0.2% | $170,442+16.3% | $147,584+34.3% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 16.19% | 257.29%-241.1pp | 205.93%-189.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $3,066 | $6,184-50.4% | $5,433-43.6% | $4,876-37.1% |
| Participant deferral / active EE | $7,068 | $5,629+25.6% | $4,939+43.1% | $5,439+30.0% |
| Admin fee / account holder | $231 | $16,852-98.6% | $13,880-98.3% | $10,885-97.9% |