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 | $144,490 | $217,402-33.5% | $185,823-22.2% | $167,490-13.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.84% | 148.36%-131.5pp | 122.05%-105.2pp | 478.56%-461.7pp |
| Employer contribution / active EE | $7,500 | $5,873+27.7% | $5,167+45.1% | $4,837+55.0% |
| Participant deferral / active EE | $4,348 | $6,356-31.6% | $5,568-21.9% | $6,341-31.4% |
| Admin fee / account holder | $175 | $19,811-99.1% | $16,237-98.9% | $12,309-98.6% |