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 | $193,657 | $121,625+59.2% | $104,607+85.1% | $158,922+21.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.01% | 465.26%-452.3pp | 340.46%-327.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $8,837 | $3,163+179.4% | $2,681+229.7% | $4,761+85.6% |
| Participant deferral / active EE | $5,681 | $4,177+36.0% | $3,740+51.9% | $5,982-5.0% |
| Admin fee / account holder | $75 | $7,787-99.0% | $6,473-98.8% | $11,246-99.3% |