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 | $157,902 | $99,341+58.9% | $84,750+86.3% | $273,961-42.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.36% | 22.93%-14.6pp | 22.78%-14.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $22,725 | $4,214+439.3% | $3,574+535.8% | $4,869+366.8% |
| Participant deferral / active EE | $10,726 | $4,269+151.2% | $3,712+189.0% | $5,287+102.9% |
| Admin fee / account holder | $44 | $6,644-99.3% | $5,332-99.2% | $10,132-99.6% |