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 | $187,962 | $127,065+47.9% | $113,168+66.1% | $142,382+32.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.39% | 24.03%-1.6pp | 24.27%-1.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $5,069 | $3,442+47.3% | $2,975+70.4% | $4,299+17.9% |
| Participant deferral / active EE | $15,939 | $5,716+178.8% | $5,107+212.1% | $6,507+144.9% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |