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 | $243,408 | $94,338+158.0% | $100,534+142.1% | $142,382+71.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 16.04% | 29.20%-13.2pp | 32.66%-16.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,788 | $4,237-34.2% | $4,346-35.9% | $4,299-35.1% |
| Participant deferral / active EE | $11,505 | $5,934+93.9% | $6,144+87.3% | $6,507+76.8% |
| Admin fee / account holder | $223 | $8,421-97.3% | $7,654-97.1% | $12,624-98.2% |