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 | $206,985 | $124,281+66.5% | $109,143+89.6% | $167,490+23.6% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 25.65% | 26.04%-0.4pp | 25.75%-0.1pp | 478.56%-452.9pp |
| Employer contribution / active EE | $2,394 | $4,207-43.1% | $3,722-35.7% | $4,837-50.5% |
| Participant deferral / active EE | $5,690 | $5,255+8.3% | $4,653+22.3% | $6,341-10.3% |
| Admin fee / account holder | $16 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |