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 | $180,437 | $197,591-8.7% | $177,821+1.5% | $158,922+13.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.85% | 58.76%-41.9pp | 48.32%-31.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $8,589 | $6,697+28.2% | $5,918+45.1% | $4,761+80.4% |
| Participant deferral / active EE | $11,084 | $8,405+31.9% | $7,714+43.7% | $5,982+85.3% |
| Admin fee / account holder | $226 | $15,399-98.5% | $12,427-98.2% | $11,246-98.0% |