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 | $178,829 | $162,781+9.9% | $133,956+33.5% | $158,922+12.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.92% | 41.94%-32.0pp | 45.09%-35.2pp | 302.83%-292.9pp |
| Employer contribution / active EE | $3,606 | $4,975-27.5% | $3,919-8.0% | $4,761-24.3% |
| Participant deferral / active EE | $5,929 | $5,911+0.3% | $5,048+17.5% | $5,982-0.9% |
| Admin fee / account holder | $6 | $11,736-100.0% | $8,927-99.9% | $11,246-100.0% |