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 9-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 | $163,579 | $197,591-17.2% | $177,821-8.0% | $158,922+2.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 31.89% | 58.76%-26.9pp | 48.32%-16.4pp | 302.83%-270.9pp |
| Employer contribution / active EE | $13,856 | $6,697+106.9% | $5,918+134.1% | $4,761+191.0% |
| Participant deferral / active EE | $17,333 | $8,405+106.2% | $7,714+124.7% | $5,982+189.8% |
| Admin fee / account holder | $26 | $15,399-99.8% | $12,427-99.8% | $11,246-99.8% |