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 | $197,269 | $165,335+19.3% | $149,696+31.8% | $158,922+24.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.48% | 348.15%-335.7pp | 276.60%-264.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $6,660 | $5,103+30.5% | $4,644+43.4% | $4,761+39.9% |
| Participant deferral / active EE | $11,297 | $7,181+57.3% | $6,842+65.1% | $5,982+88.8% |
| Admin fee / account holder | $19 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |