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 | $110,698 | $165,335-33.0% | $149,696-26.1% | $158,922-30.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.11% | 348.15%-332.0pp | 276.60%-260.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,792 | $5,103-64.9% | $4,644-61.4% | $4,761-62.4% |
| Participant deferral / active EE | $6,183 | $7,181-13.9% | $6,842-9.6% | $5,982+3.4% |
| Admin fee / account holder | $272 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |