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 | $127,339 | $198,466-35.8% | $170,442-25.3% | $147,584-13.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.25% | 257.29%-243.0pp | 205.93%-191.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $12,727 | $6,184+105.8% | $5,433+134.3% | $4,876+161.0% |
| Participant deferral / active EE | $8,661 | $5,629+53.9% | $4,939+75.3% | $5,439+59.2% |
| Admin fee / account holder | $205 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |