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 | $181,027 | $214,378-15.6% | $200,582-9.7% | $142,382+27.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.90% | 46.41%-30.5pp | 42.33%-26.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $9,318 | $6,841+36.2% | $6,419+45.2% | $4,299+116.7% |
| Participant deferral / active EE | $16,643 | $9,865+68.7% | $9,331+78.4% | $6,507+155.8% |
| Admin fee / account holder | $118 | $17,692-99.3% | $16,305-99.3% | $12,624-99.1% |