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 | $150,426 | $227,553-33.9% | $189,557-20.6% | $167,490-10.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.44% | 78.40%-65.0pp | 64.17%-50.7pp | 478.56%-465.1pp |
| Employer contribution / active EE | $14,933 | $5,316+180.9% | $4,412+238.4% | $4,837+208.7% |
| Participant deferral / active EE | $5,420 | $7,002-22.6% | $6,174-12.2% | $6,341-14.5% |
| Admin fee / account holder | $73 | $11,878-99.4% | $9,807-99.3% | $12,309-99.4% |