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 | $155,242 | $177,572-12.6% | $154,803+0.3% | $142,382+9.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.99% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,828 | $4,810+0.4% | $4,305+12.1% | $4,299+12.3% |
| Participant deferral / active EE | $8,871 | $6,272+41.5% | $5,540+60.1% | $6,507+36.3% |
| Admin fee / account holder | $13 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |