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 | $143,538 | $185,822-22.8% | $169,993-15.6% | $139,434+2.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.90% | 60.50%-39.6pp | 53.37%-32.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $17,592 | $7,590+131.8% | $6,785+159.3% | $4,751+270.3% |
| Participant deferral / active EE | $16,664 | $11,622+43.4% | $10,408+60.1% | $6,710+148.3% |
| Admin fee / account holder | $140 | $15,381-99.1% | $12,815-98.9% | $11,403-98.8% |