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 | $208,383 | $114,381+82.2% | $107,525+93.8% | $142,382+46.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.28% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,623 | $4,015-9.8% | $3,754-3.5% | $4,299-15.7% |
| Participant deferral / active EE | $13,774 | $5,564+147.5% | $5,116+169.2% | $6,507+111.7% |
| Admin fee / account holder | $15 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |