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 | $167,732 | $201,272-16.7% | $184,203-8.9% | $145,922+14.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.50% | 29.00%-14.5pp | 28.81%-14.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $7,428 | $7,022+5.8% | $6,427+15.6% | $4,660+59.4% |
| Participant deferral / active EE | $10,415 | $9,806+6.2% | $9,131+14.1% | $6,688+55.7% |
| Admin fee / account holder | $48 | $16,364-99.7% | $13,901-99.7% | $13,397-99.6% |