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 | $155,226 | $228,332-32.0% | $185,823-16.5% | $158,922-2.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 23.59% | 40.80%-17.2pp | 35.95%-12.4pp | 302.83%-279.2pp |
| Employer contribution / active EE | $11,988 | $4,967+141.4% | $4,087+193.3% | $4,761+151.8% |
| Participant deferral / active EE | $13,000 | $6,415+102.7% | $5,632+130.8% | $5,982+117.3% |
| Admin fee / account holder | $58 | $11,864-99.5% | $9,500-99.4% | $11,246-99.5% |