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 | $149,276 | $209,411-28.7% | $178,490-16.4% | $158,922-6.1% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 27.89% | 188.75%-160.9pp | 151.07%-123.2pp | 302.83%-274.9pp |
| Employer contribution / active EE | $3,410 | $5,706-40.2% | $5,011-31.9% | $4,761-28.4% |
| Participant deferral / active EE | $11,375 | $5,954+91.0% | $5,202+118.7% | $5,982+90.1% |
| Admin fee / account holder | $16 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |