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 | $137,030 | $98,240+39.5% | $82,313+66.5% | $147,584-7.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.26% | 30.85%-15.6pp | 25.88%-10.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $8,532 | $3,192+167.3% | $2,428+251.3% | $4,876+75.0% |
| Participant deferral / active EE | $3,100 | $4,383-29.3% | $3,706-16.4% | $5,439-43.0% |
| Admin fee / account holder | $259 | $8,563-97.0% | $5,608-95.4% | $10,885-97.6% |