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 | $136,429 | $98,750+38.2% | $149,696-8.9% | $79,858+70.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.19% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $4,480 | $3,216+39.3% | $4,644-3.5% | $2,471+81.3% |
| Participant deferral / active EE | $10,801 | $5,680+90.2% | $6,842+57.9% | $3,740+188.8% |
| Admin fee / account holder | $103 | $6,053-98.3% | $9,309-98.9% | $5,306-98.1% |