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 | $221,105 | $165,984+33.2% | $164,813+34.2% | $145,922+51.5% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 10.94% | 100.03%-89.1pp | 69.93%-59.0pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,263 | $5,273-38.1% | $4,341-24.8% | $4,660-30.0% |
| Participant deferral / active EE | $6,864 | $6,959-1.4% | $6,031+13.8% | $6,688+2.6% |
| Admin fee / account holder | $216 | $16,648-98.7% | $12,690-98.3% | $13,397-98.4% |