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 | $131,315 | $228,332-42.5% | $185,823-29.3% | $158,922-17.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 33.14% | 40.80%-7.7pp | 35.95%-2.8pp | 302.83%-269.7pp |
| Employer contribution / active EE | $976 | $4,967-80.3% | $4,087-76.1% | $4,761-79.5% |
| Participant deferral / active EE | $8,667 | $6,415+35.1% | $5,632+53.9% | $5,982+44.9% |
| Admin fee / account holder | $98 | $11,864-99.2% | $9,500-99.0% | $11,246-99.1% |