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 | $209,697 | $157,256+33.3% | $141,162+48.6% | $152,861+37.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 22.77% | 64.32%-41.6pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $14,960 | $5,261+184.4% | $4,735+215.9% | $4,762+214.1% |
| Participant deferral / active EE | $15,344 | $7,109+115.8% | $6,709+128.7% | $5,850+162.3% |
| Admin fee / account holder | -$71 | $12,120-100.6% | $10,261-100.7% | $11,596-100.6% |