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 | $151,946 | $209,411-27.4% | $178,490-14.9% | $158,922-4.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.59% | 188.75%-176.2pp | 151.07%-138.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,085 | $5,706-63.5% | $5,011-58.4% | $4,761-56.2% |
| Participant deferral / active EE | $4,978 | $5,954-16.4% | $5,202-4.3% | $5,982-16.8% |
| Admin fee / account holder | $4 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |