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 | $241,842 | $165,335+46.3% | $149,696+61.6% | $158,922+52.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.58% | 348.15%-329.6pp | 276.60%-258.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $7,662 | $5,103+50.2% | $4,644+65.0% | $4,761+60.9% |
| Participant deferral / active EE | $3,855 | $7,181-46.3% | $6,842-43.6% | $5,982-35.6% |
| Admin fee / account holder | $127 | $10,807-98.8% | $9,309-98.6% | $11,246-98.9% |