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 | $141,190 | $159,602-11.5% | $150,045-5.9% | $142,382-0.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.28% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,859 | $4,961-2.1% | $4,693+3.5% | $4,299+13.0% |
| Participant deferral / active EE | $11,341 | $8,310+36.5% | $7,997+41.8% | $6,507+74.3% |
| Admin fee / account holder | $176 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |