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 | $152,759 | $110,261+38.5% | $95,745+59.5% | $139,434+9.6% |
| Participation rate | 86.7% | 75.8%+10.9pp | 72.3%+14.4pp | 80.3%+6.3pp |
| Annual return | 19.54% | 27.11%-7.6pp | 28.35%-8.8pp | 372.94%-353.4pp |
| Employer contribution / active EE | $14,259 | $3,257+337.7% | $2,835+403.0% | $4,751+200.1% |
| Participant deferral / active EE | $7,810 | $4,676+67.0% | $4,245+84.0% | $6,710+16.4% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |