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 | $207,861 | $227,553-8.7% | $189,557+9.7% | $167,490+24.1% |
| Participation rate | 95.2% | 82.5%+12.7pp | 78.4%+16.8pp | 82.1%+13.1pp |
| Annual return | 16.47% | 78.40%-61.9pp | 64.17%-47.7pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,902 | $5,316-26.6% | $4,412-11.6% | $4,837-19.3% |
| Participant deferral / active EE | $11,505 | $7,002+64.3% | $6,174+86.4% | $6,341+81.4% |
| Admin fee / account holder | $18 | $11,878-99.8% | $9,807-99.8% | $12,309-99.9% |