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 | $185,808 | $133,958+38.7% | $112,228+65.6% | $134,475+38.2% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | 8.99% | 47.11%-38.1pp | 27.45%-18.5pp | 417.96%-409.0pp |
| Employer contribution / active EE | $1,792 | $4,038-55.6% | $3,635-50.7% | $4,740-62.2% |
| Participant deferral / active EE | $4,561 | $5,291-13.8% | $4,728-3.5% | $6,400-28.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |