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 | $151,365 | $114,381+32.3% | $107,525+40.8% | $142,382+6.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.77% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $8,949 | $4,015+122.9% | $3,754+138.4% | $4,299+108.1% |
| Participant deferral / active EE | $8,275 | $5,564+48.7% | $5,116+61.8% | $6,507+27.2% |
| Admin fee / account holder | $263 | $9,860-97.3% | $8,919-97.1% | $12,624-97.9% |