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 | $137,736 | $149,734-8.0% | $118,925+15.8% | $158,922-13.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.72% | 19.95%-3.2pp | 35.88%-19.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $3,271 | $4,115-20.5% | $3,263+0.3% | $4,761-31.3% |
| Participant deferral / active EE | $9,697 | $5,223+85.6% | $4,265+127.4% | $5,982+62.1% |
| Admin fee / account holder | $20 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |