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 9-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 | $86,424 | $165,335-47.7% | $149,696-42.3% | $158,922-45.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.00% | 348.15%-332.1pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $5,904 | $5,103+15.7% | $4,644+27.1% | $4,761+24.0% |
| Participant deferral / active EE | $7,088 | $7,181-1.3% | $6,842+3.6% | $5,982+18.5% |
| Admin fee / account holder | $164 | $10,807-98.5% | $9,309-98.2% | $11,246-98.5% |