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 | $157,040 | $85,006+84.7% | $76,190+106.1% | $145,922+7.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 26.82% | 13.11%+13.7pp | 13.78%+13.0pp | 561.29%-534.5pp |
| Employer contribution / active EE | $5,906 | $5,265+12.2% | $4,578+29.0% | $4,660+26.8% |
| Participant deferral / active EE | $4,088 | $6,392-36.0% | $5,474-25.3% | $6,688-38.9% |
| Admin fee / account holder | $12 | $5,760-99.8% | $5,123-99.8% | $13,397-99.9% |