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 | $225,839 | $165,984+36.1% | $164,813+37.0% | $145,922+54.8% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 18.34% | 100.03%-81.7pp | 69.93%-51.6pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,605 | $5,273-50.6% | $4,341-40.0% | $4,660-44.1% |
| Participant deferral / active EE | $9,048 | $6,959+30.0% | $6,031+50.0% | $6,688+35.3% |
| Admin fee / account holder | $37 | $16,648-99.8% | $12,690-99.7% | $13,397-99.7% |