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 | $191,994 | $165,984+15.7% | $164,813+16.5% | $145,922+31.6% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 9.48% | 100.03%-90.6pp | 69.93%-60.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,384 | $5,273-73.7% | $4,341-68.1% | $4,660-70.3% |
| Participant deferral / active EE | $8,523 | $6,959+22.5% | $6,031+41.3% | $6,688+27.4% |
| Admin fee / account holder | $30 | $16,648-99.8% | $12,690-99.8% | $13,397-99.8% |