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 | $118,677 | $140,588-15.6% | $123,104-3.6% | $125,391-5.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.45% | 16.80%-15.3pp | 13.22%-11.8pp | 282.22%-280.8pp |
| Employer contribution / active EE | $14,531 | $6,041+140.5% | $5,151+182.1% | $4,866+198.6% |
| Participant deferral / active EE | $10,987 | $6,980+57.4% | $6,230+76.4% | $5,352+105.3% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |