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 | $238,373 | $201,272+18.4% | $184,203+29.4% | $145,922+63.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.84% | 29.00%-7.2pp | 28.81%-7.0pp | 561.29%-539.4pp |
| Employer contribution / active EE | $6,118 | $7,022-12.9% | $6,427-4.8% | $4,660+31.3% |
| Participant deferral / active EE | $15,515 | $9,806+58.2% | $9,131+69.9% | $6,688+132.0% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |