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 | $174,854 | $102,616+70.4% | $81,983+113.3% | $158,922+10.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 18.59% | 61.04%-42.5pp | 41.31%-22.7pp | 302.83%-284.2pp |
| Employer contribution / active EE | $6,274 | $3,240+93.6% | $2,498+151.1% | $4,761+31.8% |
| Participant deferral / active EE | $9,162 | $4,648+97.1% | $3,722+146.2% | $5,982+53.2% |
| Admin fee / account holder | $229 | $8,235-97.2% | $5,664-96.0% | $11,246-98.0% |