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 | $146,649 | $217,402-32.5% | $185,823-21.1% | $167,490-12.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.50% | 148.36%-133.9pp | 122.05%-107.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,679 | $5,873-54.4% | $5,167-48.2% | $4,837-44.6% |
| Participant deferral / active EE | $9,558 | $6,356+50.4% | $5,568+71.7% | $6,341+50.7% |
| Admin fee / account holder | $25 | $19,811-99.9% | $16,237-99.8% | $12,309-99.8% |