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 | $204,752 | $99,877+105.0% | $84,966+141.0% | $145,922+40.3% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 10.30% | 83.76%-73.5pp | 66.38%-56.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $15,512 | $3,231+380.0% | $2,727+468.8% | $4,660+232.9% |
| Participant deferral / active EE | $5,974 | $5,291+12.9% | $4,519+32.2% | $6,688-10.7% |
| Admin fee / account holder | $248 | $7,248-96.6% | $6,149-96.0% | $13,397-98.2% |