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 | $133,976 | $209,832-36.2% | $189,513-29.3% | $167,490-20.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.52% | 748.27%-722.7pp | 555.15%-529.6pp | 478.56%-453.0pp |
| Employer contribution / active EE | $4,462 | $6,914-35.5% | $6,162-27.6% | $4,837-7.8% |
| Participant deferral / active EE | $4,645 | $8,935-48.0% | $8,221-43.5% | $6,341-26.7% |
| Admin fee / account holder | $141 | $14,293-99.0% | $12,045-98.8% | $12,309-98.9% |