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 | $122,397 | $209,411-41.6% | $178,490-31.4% | $158,922-23.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.43% | 188.75%-166.3pp | 151.07%-128.6pp | 302.83%-280.4pp |
| Employer contribution / active EE | $1,800 | $5,706-68.5% | $5,011-64.1% | $4,761-62.2% |
| Participant deferral / active EE | $4,000 | $5,954-32.8% | $5,202-23.1% | $5,982-33.1% |
| Admin fee / account holder | $255 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |