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 | $181,148 | $162,781+11.3% | $133,956+35.2% | $158,922+14.0% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 13.83% | 41.94%-28.1pp | 45.09%-31.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,184 | $4,975-56.1% | $3,919-44.3% | $4,761-54.1% |
| Participant deferral / active EE | $7,900 | $5,911+33.6% | $5,048+56.5% | $5,982+32.1% |
| Admin fee / account holder | $225 | $11,736-98.1% | $8,927-97.5% | $11,246-98.0% |