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 | $165,919 | $168,632-1.6% | $147,614+12.4% | $125,391+32.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.55% | 77.65%-76.1pp | 61.98%-60.4pp | 282.22%-280.7pp |
| Employer contribution / active EE | $3,468 | $6,252-44.5% | $5,564-37.7% | $4,866-28.7% |
| Participant deferral / active EE | $13,731 | $5,507+149.3% | $4,895+180.5% | $5,352+156.6% |
| Admin fee / account holder | $125 | $13,580-99.1% | $11,611-98.9% | $9,540-98.7% |