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 | $181,145 | $124,281+45.8% | $109,143+66.0% | $167,490+8.2% |
| Participation rate | 93.8% | 79.4%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | 18.16% | 26.04%-7.9pp | 25.75%-7.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $5,056 | $4,207+20.2% | $3,722+35.8% | $4,837+4.5% |
| Participant deferral / active EE | $9,056 | $5,255+72.3% | $4,653+94.6% | $6,341+42.8% |
| Admin fee / account holder | $70 | $7,970-99.1% | $6,752-99.0% | $12,309-99.4% |