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 | $239,815 | $97,044+147.1% | $83,333+187.8% | $135,375+77.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 17.23% | 12.31%+4.9pp | 10.63%+6.6pp | 519.73%-502.5pp |
| Employer contribution / active EE | $2,366 | $4,143-42.9% | $3,379-30.0% | $4,779-50.5% |
| Participant deferral / active EE | $8,550 | $5,964+43.3% | $5,565+53.6% | $5,609+52.4% |
| Admin fee / account holder | $200 | $8,380-97.6% | $7,510-97.3% | $10,827-98.2% |