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 | $160,369 | $111,754+43.5% | $103,333+55.2% | $145,922+9.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.13% | 24.77%-3.6pp | 24.88%-3.8pp | 561.29%-540.2pp |
| Employer contribution / active EE | $9,151 | $4,212+117.2% | $3,868+136.6% | $4,660+96.4% |
| Participant deferral / active EE | $5,028 | $5,619-10.5% | $5,057-0.6% | $6,688-24.8% |
| Admin fee / account holder | $260 | $9,750-97.3% | $8,355-96.9% | $13,397-98.1% |