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 | $242,758 | $179,726+35.1% | $156,263+55.4% | $142,382+70.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.61% | 77.86%-60.3pp | 59.47%-41.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $18,846 | $5,069+271.8% | $4,333+334.9% | $4,299+338.4% |
| Participant deferral / active EE | $13,079 | $6,956+88.0% | $6,158+112.4% | $6,507+101.0% |
| Admin fee / account holder | $19 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |