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 | $151,366 | $103,376+46.4% | $87,100+73.8% | $152,861-1.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.52% | 28.10%-4.6pp | 28.19%-4.7pp | 345.32%-321.8pp |
| Employer contribution / active EE | $6,874 | $3,220+113.5% | $2,521+172.7% | $4,762+44.4% |
| Participant deferral / active EE | $2,767 | $4,778-42.1% | $4,049-31.7% | $5,850-52.7% |
| Admin fee / account holder | $238 | $12,205-98.0% | $7,497-96.8% | $11,596-97.9% |