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 | $126,960 | $115,882+9.6% | $100,516+26.3% | $158,922-20.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 28.53% | 34.79%-6.3pp | 30.89%-2.4pp | 302.83%-274.3pp |
| Employer contribution / active EE | $4,576 | $4,103+11.5% | $3,418+33.9% | $4,761-3.9% |
| Participant deferral / active EE | $14,790 | $6,674+121.6% | $6,270+135.9% | $5,982+147.2% |
| Admin fee / account holder | $255 | $10,995-97.7% | $8,081-96.8% | $11,246-97.7% |