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 | $223,100 | $228,332-2.3% | $185,823+20.1% | $158,922+40.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.44% | 40.80%-28.4pp | 35.95%-23.5pp | 302.83%-290.4pp |
| Employer contribution / active EE | $3,796 | $4,967-23.6% | $4,087-7.1% | $4,761-20.3% |
| Participant deferral / active EE | $18,980 | $6,415+195.9% | $5,632+237.0% | $5,982+217.3% |
| Admin fee / account holder | $34 | $11,864-99.7% | $9,500-99.6% | $11,246-99.7% |