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 | $131,214 | $165,335-20.6% | $149,696-12.3% | $158,922-17.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.13% | 348.15%-327.0pp | 276.60%-255.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $15,045 | $5,103+194.8% | $4,644+223.9% | $4,761+216.0% |
| Participant deferral / active EE | $14,310 | $7,181+99.3% | $6,842+109.2% | $5,982+139.2% |
| Admin fee / account holder | $251 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |