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 | $125,973 | $202,432-37.8% | $169,368-25.6% | $139,434-9.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.15% | 531.74%-513.6pp | 405.60%-387.5pp | 372.94%-354.8pp |
| Employer contribution / active EE | $15,330 | $4,692+226.7% | $4,013+282.0% | $4,751+222.7% |
| Participant deferral / active EE | $7,323 | $6,938+5.6% | $6,221+17.7% | $6,710+9.1% |
| Admin fee / account holder | $18 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |