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 | $155,711 | $97,744+59.3% | $103,476+50.5% | $145,922+6.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 36.72% | 25.41%+11.3pp | 23.90%+12.8pp | 561.29%-524.6pp |
| Employer contribution / active EE | $11,488 | $4,677+145.6% | $4,672+145.9% | $4,660+146.6% |
| Participant deferral / active EE | $11,488 | $6,603+74.0% | $6,623+73.5% | $6,688+71.8% |
| Admin fee / account holder | $27 | $12,515-99.8% | $9,413-99.7% | $13,397-99.8% |