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 | $109,465 | $162,781-32.8% | $133,956-18.3% | $158,922-31.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.54% | 41.94%-26.4pp | 45.09%-29.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $8,928 | $4,975+79.4% | $3,919+127.8% | $4,761+87.5% |
| Participant deferral / active EE | $6,779 | $5,911+14.7% | $5,048+34.3% | $5,982+13.3% |
| Admin fee / account holder | $203 | $11,736-98.3% | $8,927-97.7% | $11,246-98.2% |