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 | $174,458 | $165,335+5.5% | $149,696+16.5% | $158,922+9.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.65% | 348.15%-323.5pp | 276.60%-251.9pp | 302.83%-278.2pp |
| Employer contribution / active EE | $5,480 | $5,103+7.4% | $4,644+18.0% | $4,761+15.1% |
| Participant deferral / active EE | $14,339 | $7,181+99.7% | $6,842+109.6% | $5,982+139.7% |
| Admin fee / account holder | $11 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |