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 | $125,017 | $226,064-44.7% | $182,532-31.5% | $152,861-18.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.76% | 192.51%-173.7pp | 148.54%-129.8pp | 345.32%-326.6pp |
| Employer contribution / active EE | $2,700 | $4,978-45.8% | $4,076-33.8% | $4,762-43.3% |
| Participant deferral / active EE | $18,667 | $6,368+193.1% | $5,524+237.9% | $5,850+219.1% |
| Admin fee / account holder | -$19 | $10,703-100.2% | $8,592-100.2% | $11,596-100.2% |