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 | $187,427 | $214,378-12.6% | $200,582-6.6% | $142,382+31.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.94% | 46.41%-27.5pp | 42.33%-23.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $10,987 | $6,841+60.6% | $6,419+71.2% | $4,299+155.6% |
| Participant deferral / active EE | $11,963 | $9,865+21.3% | $9,331+28.2% | $6,507+83.8% |
| Admin fee / account holder | $193 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |