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 | $162,084 | $228,332-29.0% | $185,823-12.8% | $158,922+2.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 23.02% | 40.80%-17.8pp | 35.95%-12.9pp | 302.83%-279.8pp |
| Employer contribution / active EE | $3,921 | $4,967-21.0% | $4,087-4.1% | $4,761-17.6% |
| Participant deferral / active EE | $10,400 | $6,415+62.1% | $5,632+84.7% | $5,982+73.9% |
| Admin fee / account holder | $170 | $11,864-98.6% | $9,500-98.2% | $11,246-98.5% |