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 9-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 | $146,654 | $95,266+53.9% | $82,389+78.0% | $142,382+3.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.94% | 25.74%-10.8pp | 28.67%-13.7pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,423 | $2,991+81.3% | $2,517+115.5% | $4,299+26.2% |
| Participant deferral / active EE | $11,852 | $4,809+146.5% | $4,155+185.3% | $6,507+82.1% |
| Admin fee / account holder | $99 | $8,563-98.8% | $7,231-98.6% | $12,624-99.2% |