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 | $208,994 | $140,588+48.7% | $123,104+69.8% | $125,391+66.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.15% | 16.80%-18.0pp | 13.22%-14.4pp | 282.22%-283.4pp |
| Employer contribution / active EE | $6,612 | $6,041+9.4% | $5,151+28.4% | $4,866+35.9% |
| Participant deferral / active EE | $15,008 | $6,980+115.0% | $6,230+140.9% | $5,352+180.4% |
| Admin fee / account holder | $189 | $11,198-98.3% | $9,015-97.9% | $9,540-98.0% |