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 | $172,577 | $209,411-17.6% | $178,490-3.3% | $158,922+8.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.70% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,277 | $5,706-60.1% | $5,011-54.6% | $4,761-52.2% |
| Participant deferral / active EE | $7,559 | $5,954+26.9% | $5,202+45.3% | $5,982+26.4% |
| Admin fee / account holder | $44 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |