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 | $172,342 | $95,266+80.9% | $82,389+109.2% | $142,382+21.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.42% | 25.74%-7.3pp | 28.67%-10.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,991 | $2,9910% | $2,517+18.8% | $4,299-30.4% |
| Participant deferral / active EE | $5,495 | $4,809+14.3% | $4,155+32.3% | $6,507-15.6% |
| Admin fee / account holder | $21 | $8,563-99.7% | $7,231-99.7% | $12,624-99.8% |