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 | $134,256 | $98,240+36.7% | $82,313+63.1% | $147,584-9.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.62% | 30.85%-13.2pp | 25.88%-8.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $6,903 | $3,192+116.3% | $2,428+184.3% | $4,876+41.6% |
| Participant deferral / active EE | $3,827 | $4,383-12.7% | $3,706+3.3% | $5,439-29.6% |
| Admin fee / account holder | $145 | $8,563-98.3% | $5,608-97.4% | $10,885-98.7% |