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 | $133,425 | $127,065+5.0% | $113,168+17.9% | $142,382-6.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.81% | 24.03%-7.2pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,787 | $3,442+68.1% | $2,975+94.5% | $4,299+34.6% |
| Participant deferral / active EE | $13,388 | $5,716+134.2% | $5,107+162.2% | $6,507+105.7% |
| Admin fee / account holder | $112 | $15,736-99.3% | $12,068-99.1% | $12,624-99.1% |