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 | $185,700 | $159,602+16.4% | $150,045+23.8% | $142,382+30.4% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 17.96% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $6,160 | $4,961+24.2% | $4,693+31.3% | $4,299+43.3% |
| Participant deferral / active EE | $14,000 | $8,310+68.5% | $7,997+75.1% | $6,507+115.1% |
| Admin fee / account holder | $35 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |