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 | $142,513 | $157,256-9.4% | $141,162+1.0% | $152,861-6.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.64% | 64.32%-47.7pp | 71.39%-54.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,672 | $5,261-49.2% | $4,735-43.6% | $4,762-43.9% |
| Participant deferral / active EE | $10,709 | $7,109+50.6% | $6,709+59.6% | $5,850+83.1% |
| Admin fee / account holder | $144 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |