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 | $192,732 | $152,587+26.3% | $125,175+54.0% | $152,861+26.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.27% | 54.84%-30.6pp | 43.79%-19.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $7,181 | $4,946+45.2% | $3,865+85.8% | $4,762+50.8% |
| Participant deferral / active EE | $10,896 | $5,868+85.7% | $4,937+120.7% | $5,850+86.2% |
| Admin fee / account holder | $164 | $13,434-98.8% | $9,702-98.3% | $11,596-98.6% |