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 9-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 | $185,014 | $127,065+45.6% | $113,168+63.5% | $142,382+29.9% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 17.60% | 24.03%-6.4pp | 24.27%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,361 | $3,442+26.7% | $2,975+46.6% | $4,299+1.4% |
| Participant deferral / active EE | $9,585 | $5,716+67.7% | $5,107+87.7% | $6,507+47.3% |
| Admin fee / account holder | $5 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |