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 | $159,507 | $159,602-0.1% | $150,045+6.3% | $142,382+12.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.97% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $6,186 | $4,961+24.7% | $4,693+31.8% | $4,299+43.9% |
| Participant deferral / active EE | $16,785 | $8,310+102.0% | $7,997+109.9% | $6,507+157.9% |
| Admin fee / account holder | $293 | $14,846-98.0% | $13,435-97.8% | $12,624-97.7% |