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 | $164,604 | $176,056-6.5% | $159,436+3.2% | $167,490-1.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 42.56% | 331.75%-289.2pp | 263.57%-221.0pp | 478.56%-436.0pp |
| Employer contribution / active EE | $10,776 | $5,297+103.4% | $4,829+123.1% | $4,837+122.8% |
| Participant deferral / active EE | $9,876 | $7,750+27.4% | $7,352+34.3% | $6,341+55.7% |
| Admin fee / account holder | $51 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |