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 | $183,355 | $127,065+44.3% | $113,168+62.0% | $142,382+28.8% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 18.77% | 24.03%-5.3pp | 24.27%-5.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $8,025 | $3,442+133.1% | $2,975+169.7% | $4,299+86.7% |
| Participant deferral / active EE | $7,030 | $5,716+23.0% | $5,107+37.7% | $6,507+8.0% |
| Admin fee / account holder | $283 | $15,736-98.2% | $12,068-97.7% | $12,624-97.8% |