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 | $187,363 | $88,707+111.2% | $74,183+152.6% | $273,961-31.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.94% | 11.94%-5.0pp | 17.74%-10.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $13,545 | $3,159+328.7% | $2,370+471.5% | $4,869+178.2% |
| Participant deferral / active EE | $4,643 | $4,212+10.2% | $3,550+30.8% | $5,287-12.2% |
| Admin fee / account holder | $14 | $8,717-99.8% | $5,586-99.8% | $10,132-99.9% |