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 | $164,370 | $149,679+9.8% | $117,039+40.4% | $147,584+11.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 22.82% | 19.31%+3.5pp | 18.95%+3.9pp | 578.55%-555.7pp |
| Employer contribution / active EE | $3,337 | $4,937-32.4% | $3,785-11.8% | $4,876-31.6% |
| Participant deferral / active EE | $14,225 | $4,912+189.6% | $3,929+262.0% | $5,439+161.6% |
| Admin fee / account holder | -$526 | $7,856-106.7% | $5,974-108.8% | $10,885-104.8% |