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 | $204,221 | $110,257+85.2% | $96,544+111.5% | $139,434+46.5% |
| Participation rate | 91.3% | 78.1%+13.2pp | 76.0%+15.3pp | 80.3%+11.0pp |
| Annual return | 17.70% | 26.32%-8.6pp | 25.84%-8.1pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,402 | $3,620-33.6% | $2,965-19.0% | $4,751-49.4% |
| Participant deferral / active EE | $7,467 | $5,548+34.6% | $4,851+53.9% | $6,710+11.3% |
| Admin fee / account holder | $79 | $11,591-99.3% | $8,252-99.0% | $11,403-99.3% |