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 | $137,560 | $115,770+18.8% | $101,248+35.9% | $158,922-13.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.40% | 56.14%-40.7pp | 46.47%-31.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $5,781 | $4,175+38.5% | $3,660+58.0% | $4,761+21.4% |
| Participant deferral / active EE | $13,107 | $4,957+164.4% | $4,370+199.9% | $5,982+119.1% |
| Admin fee / account holder | $104 | $7,245-98.6% | $5,945-98.3% | $11,246-99.1% |