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 | $179,633 | $104,974+71.1% | $95,585+87.9% | $142,382+26.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 21.12% | 210.33%-189.2pp | 38.56%-17.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,964 | $2,779-29.3% | $2,527-22.3% | $4,299-54.3% |
| Participant deferral / active EE | $4,689 | $4,352+7.8% | $4,023+16.6% | $6,507-27.9% |
| Admin fee / account holder | $126 | $6,386-98.0% | $6,127-97.9% | $12,624-99.0% |