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 | $144,684 | $65,696+120.2% | $56,429+156.4% | $147,584-2.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 22.24% | 13.32%+8.9pp | 19.04%+3.2pp | 578.55%-556.3pp |
| Employer contribution / active EE | $18,669 | $4,121+353.0% | $3,405+448.3% | $4,876+282.9% |
| Participant deferral / active EE | $6,416 | $4,876+31.6% | $3,951+62.4% | $5,439+18.0% |
| Admin fee / account holder | $5 | $5,947-99.9% | $4,466-99.9% | $10,885-100.0% |