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 | $151,105 | $183,519-17.7% | $155,509-2.8% | $145,922+3.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.90% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,837 | $5,313-46.6% | $4,672-39.3% | $4,660-39.1% |
| Participant deferral / active EE | $4,326 | $6,462-33.1% | $5,626-23.1% | $6,688-35.3% |
| Admin fee / account holder | $150 | $19,313-99.2% | $15,912-99.1% | $13,397-98.9% |