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 | $139,335 | $107,334+29.8% | $92,893+50.0% | $152,861-8.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.85% | 145.58%-123.7pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,916 | $4,221-54.6% | $3,653-47.5% | $4,762-59.8% |
| Participant deferral / active EE | $6,165 | $4,845+27.3% | $4,236+45.5% | $5,850+5.4% |
| Admin fee / account holder | $173 | $7,079-97.6% | $5,794-97.0% | $11,596-98.5% |