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 | $204,469 | $201,272+1.6% | $184,203+11.0% | $145,922+40.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.61% | 29.00%-5.4pp | 28.81%-5.2pp | 561.29%-537.7pp |
| Employer contribution / active EE | $2,498 | $7,022-64.4% | $6,427-61.1% | $4,660-46.4% |
| Participant deferral / active EE | $7,494 | $9,806-23.6% | $9,131-17.9% | $6,688+12.1% |
| Admin fee / account holder | $74 | $16,364-99.5% | $13,901-99.5% | $13,397-99.4% |