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 | $109,293 | $177,572-38.5% | $154,803-29.4% | $142,382-23.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.02% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $6,135 | $4,810+27.5% | $4,305+42.5% | $4,299+42.7% |
| Participant deferral / active EE | $3,716 | $6,272-40.8% | $5,540-32.9% | $6,507-42.9% |
| Admin fee / account holder | $121 | $16,786-99.3% | $14,329-99.2% | $12,624-99.0% |