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 | $239,979 | $153,772+56.1% | $133,980+79.1% | $273,961-12.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.38% | 36.51%-27.1pp | 29.30%-19.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $11,484 | $6,029+90.5% | $5,211+120.4% | $4,869+135.9% |
| Participant deferral / active EE | $11,011 | $6,958+58.2% | $6,282+75.3% | $5,287+108.3% |
| Admin fee / account holder | $10 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |