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 | $210,308 | $154,117+36.5% | $129,995+61.8% | $139,434+50.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.94% | 32.48%-20.5pp | -137.18%+149.1pp | 372.94%-361.0pp |
| Employer contribution / active EE | $20,345 | $5,289+284.7% | $4,320+371.0% | $4,751+328.2% |
| Participant deferral / active EE | $12,970 | $6,710+93.3% | $5,820+122.9% | $6,710+93.3% |
| Admin fee / account holder | $25 | $14,007-99.8% | $10,614-99.8% | $11,403-99.8% |