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 | $160,113 | $209,411-23.5% | $178,490-10.3% | $158,922+0.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.04% | 188.75%-175.7pp | 151.07%-138.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $4,548 | $5,706-20.3% | $5,011-9.2% | $4,761-4.5% |
| Participant deferral / active EE | $5,115 | $5,954-14.1% | $5,202-1.7% | $5,982-14.5% |
| Admin fee / account holder | $165 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |