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 | $143,862 | $115,770+24.3% | $101,248+42.1% | $158,922-9.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.62% | 56.14%-40.5pp | 46.47%-30.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,483 | $4,175-64.5% | $3,660-59.5% | $4,761-68.9% |
| Participant deferral / active EE | $1,866 | $4,957-62.3% | $4,370-57.3% | $5,982-68.8% |
| Admin fee / account holder | $266 | $7,245-96.3% | $5,945-95.5% | $11,246-97.6% |