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 | $190,472 | $165,335+15.2% | $149,696+27.2% | $158,922+19.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.82% | 348.15%-317.3pp | 276.60%-245.8pp | 302.83%-272.0pp |
| Employer contribution / active EE | $1,492 | $5,103-70.8% | $4,644-67.9% | $4,761-68.7% |
| Participant deferral / active EE | $2,674 | $7,181-62.8% | $6,842-60.9% | $5,982-55.3% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |