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 | $231,600 | $135,952+70.4% | $123,892+86.9% | $273,961-15.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.00% | 56.63%-51.6pp | 47.52%-42.5pp | 41.45%-36.5pp |
| Employer contribution / active EE | $4,221 | $5,170-18.4% | $4,617-8.6% | $4,869-13.3% |
| Participant deferral / active EE | $11,828 | $6,343+86.5% | $5,984+97.6% | $5,287+123.7% |
| Admin fee / account holder | $15 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |