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 9-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 | $163,424 | $117,841+38.7% | $102,423+59.6% | $145,922+12.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.56% | 31.65%-20.1pp | 29.32%-17.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,258 | $3,615-65.2% | $3,023-58.4% | $4,660-73.0% |
| Participant deferral / active EE | $14,493 | $5,731+152.9% | $5,053+186.8% | $6,688+116.7% |
| Admin fee / account holder | $11 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |