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 | $138,846 | $165,984-16.3% | $164,813-15.8% | $145,922-4.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.35% | 100.03%-85.7pp | 69.93%-55.6pp | 561.29%-546.9pp |
| Employer contribution / active EE | $4,527 | $5,273-14.1% | $4,341+4.3% | $4,660-2.8% |
| Participant deferral / active EE | $9,694 | $6,959+39.3% | $6,031+60.7% | $6,688+44.9% |
| Admin fee / account holder | $270 | $16,648-98.4% | $12,690-97.9% | $13,397-98.0% |