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 | $234,008 | $100,773+132.2% | $88,946+163.1% | $142,382+64.4% |
| Participation rate | 72.7% | 74.3%-1.6pp | 68.8%+3.9pp | 80.1%-7.4pp |
| Annual return | 21.88% | 70.18%-48.3pp | 57.82%-35.9pp | 217.08%-195.2pp |
| Employer contribution / active EE | $6,417 | $2,918+120.0% | $2,555+151.2% | $4,299+49.3% |
| Participant deferral / active EE | $11,674 | $5,230+123.2% | $4,581+154.8% | $6,507+79.4% |
| Admin fee / account holder | $63 | $9,693-99.4% | $8,261-99.2% | $12,624-99.5% |