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 | $161,081 | $197,591-18.5% | $177,821-9.4% | $158,922+1.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.53% | 58.76%-40.2pp | 48.32%-29.8pp | 302.83%-284.3pp |
| Employer contribution / active EE | $3,729 | $6,697-44.3% | $5,918-37.0% | $4,761-21.7% |
| Participant deferral / active EE | $10,872 | $8,405+29.4% | $7,714+40.9% | $5,982+81.7% |
| Admin fee / account holder | $8 | $15,399-100.0% | $12,427-99.9% | $11,246-99.9% |