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 | $139,184 | $175,202-20.6% | $149,673-7.0% | $139,434-0.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.60% | 166.71%-144.1pp | 134.42%-111.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $17,383 | $5,474+217.5% | $4,818+260.8% | $4,751+265.9% |
| Participant deferral / active EE | $10,104 | $6,519+55.0% | $5,680+77.9% | $6,710+50.6% |
| Admin fee / account holder | $113 | $16,150-99.3% | $13,210-99.1% | $11,403-99.0% |