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 | $188,270 | $72,277+160.5% | $101,248+85.9% | $79,858+135.8% |
| Participation rate | 97.4% | 68.5%+28.9pp | 75.8%+21.6pp | 69.6%+27.7pp |
| Annual return | 10.99% | 22.30%-11.3pp | 46.47%-35.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $16,044 | $2,692+496.1% | $3,660+338.4% | $2,471+549.3% |
| Participant deferral / active EE | $8,654 | $3,282+163.7% | $4,370+98.0% | $3,740+131.4% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |