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 | $126,340 | $176,812-28.5% | $146,665-13.9% | $167,490-24.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.76% | 24.03%-1.3pp | 22.74%0pp | 478.56%-455.8pp |
| Employer contribution / active EE | $14,157 | $5,160+174.4% | $4,136+242.3% | $4,837+192.7% |
| Participant deferral / active EE | $9,694 | $6,440+50.5% | $5,506+76.1% | $6,341+52.9% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |