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 | $197,279 | $131,829+49.6% | $108,579+81.7% | $273,961-28.0% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 7.78% | -91.57%+99.4pp | -51.70%+59.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $7,111 | $4,912+44.8% | $3,758+89.2% | $4,869+46.1% |
| Participant deferral / active EE | $11,395 | $5,127+122.2% | $4,311+164.3% | $5,287+115.5% |
| Admin fee / account holder | $207 | $10,252-98.0% | $7,645-97.3% | $10,132-98.0% |