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 | $249,147 | $99,341+150.8% | $84,750+194.0% | $273,961-9.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.19% | 22.93%-9.7pp | 22.78%-9.6pp | 41.45%-28.3pp |
| Employer contribution / active EE | $16,681 | $4,214+295.9% | $3,574+366.7% | $4,869+242.6% |
| Participant deferral / active EE | $11,256 | $4,269+163.7% | $3,712+203.3% | $5,287+112.9% |
| Admin fee / account holder | $14 | $6,644-99.8% | $5,332-99.7% | $10,132-99.9% |