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 | $195,939 | $71,829+172.8% | $69,780+180.8% | $142,382+37.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 19.48% | 31.01%-11.5pp | 26.31%-6.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $6,217 | $4,385+41.8% | $4,168+49.2% | $4,299+44.6% |
| Participant deferral / active EE | $4,176 | $6,819-38.8% | $6,164-32.3% | $6,507-35.8% |
| Admin fee / account holder | $12 | $7,818-99.8% | $7,285-99.8% | $12,624-99.9% |