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 | $110,246 | $124,281-11.3% | $109,143+1.0% | $167,490-34.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.19% | 26.04%-11.9pp | 25.75%-11.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $3,140 | $4,207-25.4% | $3,722-15.6% | $4,837-35.1% |
| Participant deferral / active EE | $8,266 | $5,255+57.3% | $4,653+77.6% | $6,341+30.3% |
| Admin fee / account holder | $190 | $7,970-97.6% | $6,752-97.2% | $12,309-98.5% |