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 | $132,720 | $114,381+16.0% | $107,525+23.4% | $142,382-6.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.28% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $28,197 | $4,015+602.3% | $3,754+651.2% | $4,299+555.9% |
| Participant deferral / active EE | $3,429 | $5,564-38.4% | $5,116-33.0% | $6,507-47.3% |
| Admin fee / account holder | $45 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |