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 | $230,957 | $107,334+115.2% | $92,893+148.6% | $152,861+51.1% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 24.05% | 145.58%-121.5pp | 109.41%-85.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $3,052 | $4,221-27.7% | $3,653-16.5% | $4,762-35.9% |
| Participant deferral / active EE | $12,362 | $4,845+155.2% | $4,236+191.8% | $5,850+111.3% |
| Admin fee / account holder | $224 | $7,079-96.8% | $5,794-96.1% | $11,596-98.1% |