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 | $181,755 | $165,335+9.9% | $149,696+21.4% | $158,922+14.4% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 21.47% | 348.15%-326.7pp | 276.60%-255.1pp | 302.83%-281.4pp |
| Employer contribution / active EE | $1,733 | $5,103-66.0% | $4,644-62.7% | $4,761-63.6% |
| Participant deferral / active EE | $8,242 | $7,181+14.8% | $6,842+20.5% | $5,982+37.8% |
| Admin fee / account holder | $10 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |