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 | $148,143 | $109,327+35.5% | $89,391+65.7% | $158,922-6.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 23.27% | 345.68%-322.4pp | 245.62%-222.3pp | 302.83%-279.6pp |
| Employer contribution / active EE | $2,717 | $3,170-14.3% | $2,586+5.1% | $4,761-42.9% |
| Participant deferral / active EE | $3,552 | $4,598-22.8% | $3,890-8.7% | $5,982-40.6% |
| Admin fee / account holder | $250 | $6,153-95.9% | $4,881-94.9% | $11,246-97.8% |