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 | $211,294 | $149,734+41.1% | $118,925+77.7% | $158,922+33.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.37% | 19.95%-6.6pp | 35.88%-22.5pp | 302.83%-289.5pp |
| Employer contribution / active EE | $5,015 | $4,115+21.9% | $3,263+53.7% | $4,761+5.3% |
| Participant deferral / active EE | $5,851 | $5,223+12.0% | $4,265+37.2% | $5,982-2.2% |
| Admin fee / account holder | $60 | $8,603-99.3% | $6,581-99.1% | $11,246-99.5% |