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 | $230,924 | $185,822+24.3% | $169,993+35.8% | $139,434+65.6% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 18.22% | 60.50%-42.3pp | 53.37%-35.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $4,127 | $7,590-45.6% | $6,785-39.2% | $4,751-13.1% |
| Participant deferral / active EE | $12,771 | $11,622+9.9% | $10,408+22.7% | $6,710+90.3% |
| Admin fee / account holder | $261 | $15,381-98.3% | $12,815-98.0% | $11,403-97.7% |