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 | $133,412 | $115,770+15.2% | $101,248+31.8% | $158,922-16.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.42% | 56.14%-37.7pp | 46.47%-28.0pp | 302.83%-284.4pp |
| Employer contribution / active EE | $9,142 | $4,175+119.0% | $3,660+149.8% | $4,761+92.0% |
| Participant deferral / active EE | $7,167 | $4,957+44.6% | $4,370+64.0% | $5,982+19.8% |
| Admin fee / account holder | $58 | $7,245-99.2% | $5,945-99.0% | $11,246-99.5% |