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 | $175,316 | $202,432-13.4% | $169,368+3.5% | $139,434+25.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.51% | 531.74%-517.2pp | 405.60%-391.1pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,955 | $4,692-37.0% | $4,013-26.4% | $4,751-37.8% |
| Participant deferral / active EE | $15,934 | $6,938+129.7% | $6,221+156.1% | $6,710+137.5% |
| Admin fee / account holder | $49 | $10,708-99.5% | $9,003-99.5% | $11,403-99.6% |