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 | $118,308 | $152,587-22.5% | $125,175-5.5% | $152,861-22.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.92% | 54.84%-28.9pp | 43.79%-17.9pp | 345.32%-319.4pp |
| Employer contribution / active EE | $4,247 | $4,946-14.1% | $3,865+9.9% | $4,762-10.8% |
| Participant deferral / active EE | $12,567 | $5,868+114.2% | $4,937+154.6% | $5,850+114.8% |
| Admin fee / account holder | $151 | $13,434-98.9% | $9,702-98.4% | $11,596-98.7% |