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 | $147,678 | $165,335-10.7% | $149,696-1.3% | $158,922-7.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.03% | 348.15%-329.1pp | 276.60%-257.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $7,200 | $5,103+41.1% | $4,644+55.0% | $4,761+51.2% |
| Participant deferral / active EE | $10,930 | $7,181+52.2% | $6,842+59.8% | $5,982+82.7% |
| Admin fee / account holder | $84 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |