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 | $137,032 | $165,335-17.1% | $149,696-8.5% | $158,922-13.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 15.75% | 348.15%-332.4pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $6,254 | $5,103+22.6% | $4,644+34.7% | $4,761+31.4% |
| Participant deferral / active EE | $12,811 | $7,181+78.4% | $6,842+87.2% | $5,982+114.2% |
| Admin fee / account holder | $221 | $10,807-98.0% | $9,309-97.6% | $11,246-98.0% |