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 | $215,817 | $228,332-5.5% | $185,823+16.1% | $158,922+35.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.54% | 40.80%-22.3pp | 35.95%-17.4pp | 302.83%-284.3pp |
| Employer contribution / active EE | $18,117 | $4,967+264.8% | $4,087+343.2% | $4,761+280.5% |
| Participant deferral / active EE | $18,219 | $6,415+184.0% | $5,632+223.5% | $5,982+204.6% |
| Admin fee / account holder | $6 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |