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 | $151,730 | $85,202+78.1% | $172,739-12.2% | $72,985+107.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.19% | 27.32%-7.1pp | 802.84%-782.7pp | 81.00%-60.8pp |
| Employer contribution / active EE | $6,355 | $3,324+91.2% | $5,143+23.6% | $2,440+160.5% |
| Participant deferral / active EE | $4,070 | $3,260+24.9% | $5,198-21.7% | $3,607+12.8% |
| Admin fee / account holder | $38 | $5,884-99.4% | $13,954-99.7% | $5,124-99.3% |