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 | $149,364 | $183,519-18.6% | $155,509-4.0% | $145,922+2.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.35% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,116 | $5,313-60.2% | $4,672-54.7% | $4,660-54.6% |
| Participant deferral / active EE | $6,593 | $6,462+2.0% | $5,626+17.2% | $6,688-1.4% |
| Admin fee / account holder | $21 | $19,313-99.9% | $15,912-99.9% | $13,397-99.8% |