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 | $182,571 | $149,734+21.9% | $118,925+53.5% | $158,922+14.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.69% | 19.95%-5.3pp | 35.88%-21.2pp | 302.83%-288.1pp |
| Employer contribution / active EE | $6,167 | $4,115+49.8% | $3,263+89.0% | $4,761+29.5% |
| Participant deferral / active EE | $5,911 | $5,223+13.2% | $4,265+38.6% | $5,982-1.2% |
| Admin fee / account holder | $141 | $8,603-98.4% | $6,581-97.9% | $11,246-98.8% |