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 | $157,338 | $198,466-20.7% | $170,442-7.7% | $147,584+6.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.43% | 257.29%-238.9pp | 205.93%-187.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $4,459 | $6,184-27.9% | $5,433-17.9% | $4,876-8.6% |
| Participant deferral / active EE | $6,465 | $5,629+14.8% | $4,939+30.9% | $5,439+18.9% |
| Admin fee / account holder | $53 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |