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 | $176,577 | $210,648-16.2% | $177,989-0.8% | $145,922+21.0% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 15.36% | 385.86%-370.5pp | 294.48%-279.1pp | 561.29%-545.9pp |
| Employer contribution / active EE | $4,101 | $4,565-10.1% | $3,949+3.9% | $4,660-12.0% |
| Participant deferral / active EE | $8,275 | $6,958+18.9% | $6,276+31.8% | $6,688+23.7% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |