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 | $153,620 | $209,832-26.8% | $189,513-18.9% | $167,490-8.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.40% | 748.27%-729.9pp | 555.15%-536.8pp | 478.56%-460.2pp |
| Employer contribution / active EE | $9,443 | $6,914+36.6% | $6,162+53.3% | $4,837+95.2% |
| Participant deferral / active EE | $10,441 | $8,935+16.9% | $8,221+27.0% | $6,341+64.7% |
| Admin fee / account holder | $64 | $14,293-99.6% | $12,045-99.5% | $12,309-99.5% |