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 | $137,148 | $107,334+27.8% | $92,893+47.6% | $152,861-10.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.01% | 145.58%-122.6pp | 109.41%-86.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,646 | $4,221-61.0% | $3,653-54.9% | $4,762-65.4% |
| Participant deferral / active EE | $2,707 | $4,845-44.1% | $4,236-36.1% | $5,850-53.7% |
| Admin fee / account holder | $80 | $7,079-98.9% | $5,794-98.6% | $11,596-99.3% |