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 | $175,205 | $106,515+64.5% | $96,683+81.2% | $139,434+25.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.02% | 38.43%-21.4pp | 35.69%-18.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $14,798 | $4,103+260.7% | $3,737+296.0% | $4,751+211.5% |
| Participant deferral / active EE | $9,470 | $5,454+73.6% | $4,878+94.1% | $6,710+41.1% |
| Admin fee / account holder | $162 | $7,877-97.9% | $6,730-97.6% | $11,403-98.6% |