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 | $152,936 | $165,335-7.5% | $149,696+2.2% | $158,922-3.8% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 14.58% | 348.15%-333.6pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $7,358 | $5,103+44.2% | $4,644+58.4% | $4,761+54.5% |
| Participant deferral / active EE | $11,000 | $7,181+53.2% | $6,842+60.8% | $5,982+83.9% |
| Admin fee / account holder | $99 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |