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 | $197,807 | $112,096+76.5% | $95,952+106.2% | $158,922+24.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.56% | 171.09%-155.5pp | 91.61%-76.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,993 | $3,198-6.4% | $2,541+17.8% | $4,761-37.1% |
| Participant deferral / active EE | $3,771 | $4,784-21.2% | $4,167-9.5% | $5,982-37.0% |
| Admin fee / account holder | $208 | $10,130-98.0% | $6,795-96.9% | $11,246-98.2% |