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 | $140,733 | $165,335-14.9% | $149,696-6.0% | $158,922-11.4% |
| Participation rate | 81.0% | 84.6%-3.6pp | 82.5%-1.5pp | 82.0%-1.0pp |
| Annual return | 11.69% | 348.15%-336.5pp | 276.60%-264.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $3,430 | $5,103-32.8% | $4,644-26.1% | $4,761-28.0% |
| Participant deferral / active EE | $7,864 | $7,181+9.5% | $6,842+14.9% | $5,982+31.5% |
| Admin fee / account holder | $72 | $10,807-99.3% | $9,309-99.2% | $11,246-99.4% |