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 | $241,171 | $183,519+31.4% | $155,509+55.1% | $145,922+65.3% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 23.91% | 61.17%-37.3pp | 64.67%-40.8pp | 561.29%-537.4pp |
| Employer contribution / active EE | $2,771 | $5,313-47.8% | $4,672-40.7% | $4,660-40.5% |
| Participant deferral / active EE | $9,238 | $6,462+42.9% | $5,626+64.2% | $6,688+38.1% |
| Admin fee / account holder | $123 | $19,313-99.4% | $15,912-99.2% | $13,397-99.1% |