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 | $225,154 | $121,625+85.1% | $104,607+115.2% | $158,922+41.7% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 27.70% | 465.26%-437.6pp | 340.46%-312.8pp | 302.83%-275.1pp |
| Employer contribution / active EE | $4,718 | $3,163+49.2% | $2,681+76.0% | $4,761-0.9% |
| Participant deferral / active EE | $5,491 | $4,177+31.4% | $3,740+46.8% | $5,982-8.2% |
| Admin fee / account holder | $259 | $7,787-96.7% | $6,473-96.0% | $11,246-97.7% |