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 | $188,558 | $109,881+71.6% | $150,045+25.7% | $84,808+122.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.91% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $7,233 | $3,561+103.1% | $4,693+54.1% | $2,631+174.9% |
| Participant deferral / active EE | $13,783 | $6,636+107.7% | $7,997+72.3% | $4,212+227.3% |
| Admin fee / account holder | $102 | $8,568-98.8% | $13,435-99.2% | $7,344-98.6% |