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 7-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 | $187,552 | $227,553-17.6% | $189,557-1.1% | $167,490+12.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.90% | 78.40%-64.5pp | 64.17%-50.3pp | 478.56%-464.7pp |
| Employer contribution / active EE | $3,000 | $5,316-43.6% | $4,412-32.0% | $4,837-38.0% |
| Participant deferral / active EE | $13,234 | $7,002+89.0% | $6,174+114.4% | $6,341+108.7% |
| Admin fee / account holder | $114 | $11,878-99.0% | $9,807-98.8% | $12,309-99.1% |