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 | $147,736 | $106,890+38.2% | $84,015+75.8% | $152,861-3.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.63% | 104.99%-83.4pp | 71.31%-49.7pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,670 | $2,734-2.4% | $1,983+34.6% | $4,762-43.9% |
| Participant deferral / active EE | $11,762 | $4,011+193.2% | $3,239+263.2% | $5,850+101.0% |
| Admin fee / account holder | $137 | $8,285-98.4% | $6,101-97.8% | $11,596-98.8% |