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 | $198,786 | $177,572+11.9% | $154,803+28.4% | $142,382+39.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.13% | 65.07%-37.9pp | 58.88%-31.8pp | 217.08%-190.0pp |
| Employer contribution / active EE | $5,479 | $4,810+13.9% | $4,305+27.3% | $4,299+27.4% |
| Participant deferral / active EE | $4,146 | $6,272-33.9% | $5,540-25.2% | $6,507-36.3% |
| Admin fee / account holder | $196 | $16,786-98.8% | $14,329-98.6% | $12,624-98.5% |