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 | $160,388 | $165,335-3.0% | $149,696+7.1% | $158,922+0.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 30.61% | 348.15%-317.5pp | 276.60%-246.0pp | 302.83%-272.2pp |
| Employer contribution / active EE | $1,695 | $5,103-66.8% | $4,644-63.5% | $4,761-64.4% |
| Participant deferral / active EE | $11,000 | $7,181+53.2% | $6,842+60.8% | $5,982+83.9% |
| Admin fee / account holder | $84 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |