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 | $241,271 | $176,056+37.0% | $159,436+51.3% | $167,490+44.1% |
| Participation rate | 78.6% | 84.9%-6.4pp | 82.8%-4.3pp | 82.1%-3.5pp |
| Annual return | 15.56% | 331.75%-316.2pp | 263.57%-248.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $3,258 | $5,297-38.5% | $4,829-32.5% | $4,837-32.7% |
| Participant deferral / active EE | $11,800 | $7,750+52.3% | $7,352+60.5% | $6,341+86.1% |
| Admin fee / account holder | $219 | $12,554-98.3% | $10,799-98.0% | $12,309-98.2% |