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 | $213,281 | $106,584+100.1% | $101,326+110.5% | $142,382+49.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.21% | 36.93%-16.7pp | 36.82%-16.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,660 | $3,956-32.8% | $3,665-27.4% | $4,299-38.1% |
| Participant deferral / active EE | $6,011 | $8,297-27.6% | $7,994-24.8% | $6,507-7.6% |
| Admin fee / account holder | $140 | $11,446-98.8% | $11,185-98.7% | $12,624-98.9% |