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 | $204,084 | $115,708+76.4% | $65,255+212.7% | $139,434+46.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 8.92% | 31.19%-22.3pp | 47.35%-38.4pp | 372.94%-364.0pp |
| Employer contribution / active EE | $5,348 | $2,599+105.8% | $1,691+216.2% | $4,751+12.6% |
| Participant deferral / active EE | $6,425 | $4,240+51.5% | $2,831+127.0% | $6,710-4.2% |
| Admin fee / account holder | $0 | $6,698-100.0% | $4,112-100.0% | $11,403-100.0% |