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 | $233,841 | $107,452+117.6% | $91,541+155.5% | $142,382+64.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.58% | 22.06%-7.5pp | 20.50%-5.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,593 | $2,994-13.4% | $2,505+3.5% | $4,299-39.7% |
| Participant deferral / active EE | $8,347 | $4,754+75.6% | $4,008+108.3% | $6,507+28.3% |
| Admin fee / account holder | $245 | $8,834-97.2% | $6,956-96.5% | $12,624-98.1% |