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 | $204,617 | $214,378-4.6% | $200,582+2.0% | $142,382+43.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.77% | 46.41%-25.6pp | 42.33%-21.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $5,479 | $6,841-19.9% | $6,419-14.6% | $4,299+27.4% |
| Participant deferral / active EE | $11,294 | $9,865+14.5% | $9,331+21.0% | $6,507+73.6% |
| Admin fee / account holder | $14 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |