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 | $155,040 | $115,882+33.8% | $100,516+54.2% | $158,922-2.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 26.41% | 34.79%-8.4pp | 30.89%-4.5pp | 302.83%-276.4pp |
| Employer contribution / active EE | $1,860 | $4,103-54.7% | $3,418-45.6% | $4,761-60.9% |
| Participant deferral / active EE | $2,008 | $6,674-69.9% | $6,270-68.0% | $5,982-66.4% |
| Admin fee / account holder | $15 | $10,995-99.9% | $8,081-99.8% | $11,246-99.9% |