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 | $182,127 | $116,175+56.8% | $93,606+94.6% | $152,861+19.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 17.00% | 35.96%-19.0pp | 32.76%-15.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,814 | $3,218-43.6% | $2,718-33.2% | $4,762-61.9% |
| Participant deferral / active EE | $8,946 | $4,603+94.3% | $4,069+119.9% | $5,850+52.9% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |