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 | $188,940 | $214,378-11.9% | $200,582-5.8% | $142,382+32.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.76% | 46.41%-29.6pp | 42.33%-25.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,015 | $6,841-26.7% | $6,419-21.9% | $4,299+16.7% |
| Participant deferral / active EE | $20,218 | $9,865+105.0% | $9,331+116.7% | $6,507+210.7% |
| Admin fee / account holder | $259 | $17,692-98.5% | $16,305-98.4% | $12,624-98.0% |