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 | $184,520 | $238,490-22.6% | $180,183+2.4% | $142,382+29.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 12.78% | 33.56%-20.8pp | 27.86%-15.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,676 | $6,143-23.9% | $5,039-7.2% | $4,299+8.8% |
| Participant deferral / active EE | $4,676 | $7,996-41.5% | $6,822-31.5% | $6,507-28.1% |
| Admin fee / account holder | $20 | $28,866-99.9% | $19,975-99.9% | $12,624-99.8% |