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 9-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 | $190,393 | $102,966+84.9% | $90,281+110.9% | $152,861+24.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.72% | 95.16%-73.4pp | 78.10%-56.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $4,073 | $3,139+29.8% | $2,854+42.7% | $4,762-14.5% |
| Participant deferral / active EE | $25,142 | $4,281+487.2% | $3,885+547.1% | $5,850+329.8% |
| Admin fee / account holder | $15 | $6,171-99.8% | $5,351-99.7% | $11,596-99.9% |