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 | $206,144 | $103,376+99.4% | $87,100+136.7% | $152,861+34.9% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 19.77% | 28.10%-8.3pp | 28.19%-8.4pp | 345.32%-325.6pp |
| Employer contribution / active EE | $3,186 | $3,220-1.1% | $2,521+26.4% | $4,762-33.1% |
| Participant deferral / active EE | $9,186 | $4,778+92.3% | $4,049+126.9% | $5,850+57.0% |
| Admin fee / account holder | $23 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |