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 | $122,487 | $201,272-39.1% | $184,203-33.5% | $145,922-16.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.31% | 29.00%-15.7pp | 28.81%-15.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,616 | $7,022-48.5% | $6,427-43.7% | $4,660-22.4% |
| Participant deferral / active EE | $7,789 | $9,806-20.6% | $9,131-14.7% | $6,688+16.5% |
| Admin fee / account holder | $246 | $16,364-98.5% | $13,901-98.2% | $13,397-98.2% |