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 | $226,331 | $165,335+36.9% | $149,696+51.2% | $158,922+42.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.07% | 348.15%-334.1pp | 276.60%-262.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,153 | $5,103-57.8% | $4,644-53.7% | $4,761-54.8% |
| Participant deferral / active EE | $6,089 | $7,181-15.2% | $6,842-11.0% | $5,982+1.8% |
| Admin fee / account holder | $158 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |