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 | $166,788 | $162,781+2.5% | $133,956+24.5% | $158,922+4.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.76% | 41.94%-25.2pp | 45.09%-28.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,621 | $4,975-67.4% | $3,919-58.6% | $4,761-65.9% |
| Participant deferral / active EE | $8,818 | $5,911+49.2% | $5,048+74.7% | $5,982+47.4% |
| Admin fee / account holder | $25 | $11,736-99.8% | $8,927-99.7% | $11,246-99.8% |