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 | $161,853 | $83,337+94.2% | $67,834+138.6% | $273,961-40.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.56% | 259.45%-253.9pp | 138.47%-132.9pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,000 | $3,287-39.2% | $2,403-16.8% | $4,869-58.9% |
| Participant deferral / active EE | $22,000 | $4,088+438.2% | $3,160+596.3% | $5,287+316.1% |
| Admin fee / account holder | $191 | $6,752-97.2% | $4,622-95.9% | $10,132-98.1% |