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 | $208,238 | $227,553-8.5% | $189,557+9.9% | $167,490+24.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 23.60% | 78.40%-54.8pp | 64.17%-40.6pp | 478.56%-455.0pp |
| Employer contribution / active EE | $4,079 | $5,316-23.3% | $4,412-7.6% | $4,837-15.7% |
| Participant deferral / active EE | $19,105 | $7,002+172.9% | $6,174+209.5% | $6,341+201.3% |
| Admin fee / account holder | $24 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |