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 | $173,481 | $107,452+61.5% | $91,541+89.5% | $142,382+21.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.89% | 22.06%-10.2pp | 20.50%-8.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,106 | $2,994-63.1% | $2,505-55.9% | $4,299-74.3% |
| Participant deferral / active EE | $9,214 | $4,754+93.8% | $4,008+129.9% | $6,507+41.6% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |