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 | $149,937 | $99,877+50.1% | $84,966+76.5% | $145,922+2.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.65% | 83.76%-68.1pp | 66.38%-50.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $14,749 | $3,231+356.4% | $2,727+440.8% | $4,660+216.5% |
| Participant deferral / active EE | $6,704 | $5,291+26.7% | $4,519+48.3% | $6,688+0.2% |
| Admin fee / account holder | $206 | $7,248-97.2% | $6,149-96.6% | $13,397-98.5% |