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 | $146,917 | $183,519-19.9% | $155,509-5.5% | $145,922+0.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.72% | 61.17%-48.4pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,573 | $5,313-70.4% | $4,672-66.3% | $4,660-66.3% |
| Participant deferral / active EE | $4,050 | $6,462-37.3% | $5,626-28.0% | $6,688-39.4% |
| Admin fee / account holder | $38 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |