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 | $181,409 | $112,881+60.7% | $90,951+99.5% | $158,922+14.1% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 24.99% | 215.79%-190.8pp | 134.60%-109.6pp | 302.83%-277.8pp |
| Employer contribution / active EE | $4,638 | $2,893+60.3% | $2,122+118.6% | $4,761-2.6% |
| Participant deferral / active EE | $8,892 | $4,128+115.4% | $3,373+163.6% | $5,982+48.6% |
| Admin fee / account holder | $25 | $8,041-99.7% | $5,959-99.6% | $11,246-99.8% |