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 | $199,092 | $201,272-1.1% | $184,203+8.1% | $145,922+36.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.22% | 29.00%-17.8pp | 28.81%-17.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,907 | $7,022-30.1% | $6,427-23.7% | $4,660+5.3% |
| Participant deferral / active EE | $21,000 | $9,806+114.2% | $9,131+130.0% | $6,688+214.0% |
| Admin fee / account holder | $241 | $16,364-98.5% | $13,901-98.3% | $13,397-98.2% |