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 | $111,519 | $176,812-36.9% | $146,665-24.0% | $167,490-33.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.27% | 24.03%-11.8pp | 22.74%-10.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $3,555 | $5,160-31.1% | $4,136-14.0% | $4,837-26.5% |
| Participant deferral / active EE | $5,465 | $6,440-15.1% | $5,506-0.7% | $6,341-13.8% |
| Admin fee / account holder | $23 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |