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 | $135,176 | $165,335-18.2% | $149,696-9.7% | $158,922-14.9% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 16.87% | 348.15%-331.3pp | 276.60%-259.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $12,196 | $5,103+139.0% | $4,644+162.6% | $4,761+156.2% |
| Participant deferral / active EE | $8,139 | $7,181+13.3% | $6,842+19.0% | $5,982+36.0% |
| Admin fee / account holder | $152 | $10,807-98.6% | $9,309-98.4% | $11,246-98.6% |