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 7-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 | $191,480 | $106,515+79.8% | $96,683+98.0% | $139,434+37.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 41.64% | 38.43%+3.2pp | 35.69%+5.9pp | 372.94%-331.3pp |
| Employer contribution / active EE | $2,390 | $4,103-41.7% | $3,737-36.0% | $4,751-49.7% |
| Participant deferral / active EE | $6,138 | $5,454+12.5% | $4,878+25.8% | $6,710-8.5% |
| Admin fee / account holder | $174 | $7,877-97.8% | $6,730-97.4% | $11,403-98.5% |