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 | $142,862 | $152,587-6.4% | $125,175+14.1% | $152,861-6.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.20% | 54.84%-31.6pp | 43.79%-20.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $19,484 | $4,946+293.9% | $3,865+404.1% | $4,762+309.1% |
| Participant deferral / active EE | $16,515 | $5,868+181.4% | $4,937+234.5% | $5,850+182.3% |
| Admin fee / account holder | $168 | $13,434-98.8% | $9,702-98.3% | $11,596-98.6% |