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 | $188,983 | $117,983+60.2% | $101,794+85.7% | $142,382+32.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.01% | 36.92%-26.9pp | 30.53%-20.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $6,270 | $2,773+126.1% | $2,289+173.9% | $4,299+45.8% |
| Participant deferral / active EE | $6,500 | $4,714+37.9% | $4,084+59.2% | $6,507-0.1% |
| Admin fee / account holder | $105 | $10,433-99.0% | $8,777-98.8% | $12,624-99.2% |