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 7-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 | $175,417 | $127,065+38.1% | $113,168+55.0% | $142,382+23.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.98% | 24.03%-5.0pp | 24.27%-5.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $6,937 | $3,442+101.5% | $2,975+133.2% | $4,299+61.4% |
| Participant deferral / active EE | $13,223 | $5,716+131.3% | $5,107+158.9% | $6,507+103.2% |
| Admin fee / account holder | $284 | $15,736-98.2% | $12,068-97.6% | $12,624-97.7% |