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 | $151,823 | $217,402-30.2% | $185,823-18.3% | $167,490-9.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.00% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $6,561 | $5,873+11.7% | $5,167+27.0% | $4,837+35.6% |
| Participant deferral / active EE | $6,522 | $6,356+2.6% | $5,568+17.1% | $6,341+2.8% |
| Admin fee / account holder | $38 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |