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 9-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 | $151,799 | $177,572-14.5% | $154,803-1.9% | $142,382+6.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.55% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $5,506 | $4,810+14.5% | $4,305+27.9% | $4,299+28.1% |
| Participant deferral / active EE | $8,561 | $6,272+36.5% | $5,540+54.5% | $6,507+31.6% |
| Admin fee / account holder | $25 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |