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 | $226,687 | $96,305+135.4% | $80,569+181.4% | $139,434+62.6% |
| Participation rate | 70.0% | 73.6%-3.6pp | 67.0%+3.0pp | 80.3%-10.3pp |
| Annual return | 15.16% | 1350.08%-1334.9pp | 935.43%-920.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,911 | $3,262-10.8% | $2,723+6.9% | $4,751-38.7% |
| Participant deferral / active EE | $8,231 | $5,232+57.3% | $4,447+85.1% | $6,710+22.7% |
| Admin fee / account holder | $166 | $6,599-97.5% | $5,377-96.9% | $11,403-98.5% |