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 | $193,460 | $115,770+67.1% | $101,248+91.1% | $158,922+21.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 17.87% | 56.14%-38.3pp | 46.47%-28.6pp | 302.83%-285.0pp |
| Employer contribution / active EE | $4,378 | $4,175+4.9% | $3,660+19.6% | $4,761-8.0% |
| Participant deferral / active EE | $8,325 | $4,957+67.9% | $4,370+90.5% | $5,982+39.2% |
| Admin fee / account holder | $199 | $7,245-97.3% | $5,945-96.7% | $11,246-98.2% |