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 | $148,254 | $90,503+63.8% | $78,689+88.4% | $273,961-45.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.87% | 75.60%-66.7pp | 62.18%-53.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $7,840 | $3,176+146.9% | $2,851+175.0% | $4,869+61.0% |
| Participant deferral / active EE | $6,912 | $3,901+77.2% | $3,517+96.5% | $5,287+30.7% |
| Admin fee / account holder | $32 | $5,263-99.4% | $4,510-99.3% | $10,132-99.7% |