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 | $197,281 | $104,251+89.2% | $91,001+116.8% | $147,584+33.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.48% | 27.06%-10.6pp | 4.60%+11.9pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,833 | $3,116-9.1% | $2,456+15.4% | $4,876-41.9% |
| Participant deferral / active EE | $14,989 | $4,195+257.3% | $3,547+322.5% | $5,439+175.6% |
| Admin fee / account holder | $8 | $8,948-99.9% | $5,417-99.8% | $10,885-99.9% |