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 | $117,088 | $165,335-29.2% | $149,696-21.8% | $158,922-26.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.91% | 348.15%-324.2pp | 276.60%-252.7pp | 302.83%-278.9pp |
| Employer contribution / active EE | $11,310 | $5,103+121.6% | $4,644+143.5% | $4,761+137.5% |
| Participant deferral / active EE | $5,752 | $7,181-19.9% | $6,842-15.9% | $5,982-3.8% |
| Admin fee / account holder | $106 | $10,807-99.0% | $9,309-98.9% | $11,246-99.1% |