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 | $185,406 | $114,381+62.1% | $107,525+72.4% | $142,382+30.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.96% | 242.71%-229.7pp | 181.32%-168.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,990 | $4,015-50.4% | $3,754-47.0% | $4,299-53.7% |
| Participant deferral / active EE | $7,625 | $5,564+37.0% | $5,116+49.1% | $6,507+17.2% |
| Admin fee / account holder | $153 | $9,860-98.4% | $8,919-98.3% | $12,624-98.8% |