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 | $130,618 | $124,281+5.1% | $109,143+19.7% | $167,490-22.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.66% | 26.04%-13.4pp | 25.75%-13.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $14,105 | $4,207+235.2% | $3,722+279.0% | $4,837+191.6% |
| Participant deferral / active EE | $5,733 | $5,255+9.1% | $4,653+23.2% | $6,341-9.6% |
| Admin fee / account holder | $36 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |