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 9-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 | $150,959 | $51,175+195.0% | $70,515+114.1% | $75,163+100.8% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 18.31% | 30.02%-11.7pp | 32.77%-14.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $7,387 | $1,826+304.5% | $2,973+148.4% | $2,670+176.7% |
| Participant deferral / active EE | $10,475 | $2,849+267.7% | $4,567+129.4% | $4,125+153.9% |
| Admin fee / account holder | $268 | $4,091-93.5% | $6,412-95.8% | $5,651-95.3% |