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 | $204,468 | $94,338+116.7% | $100,534+103.4% | $142,382+43.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 17.57% | 29.20%-11.6pp | 32.66%-15.1pp | 217.08%-199.5pp |
| Employer contribution / active EE | $12,411 | $4,237+192.9% | $4,346+185.5% | $4,299+188.7% |
| Participant deferral / active EE | $12,561 | $5,934+111.7% | $6,144+104.4% | $6,507+93.0% |
| Admin fee / account holder | $83 | $8,421-99.0% | $7,654-98.9% | $12,624-99.3% |