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 | $153,265 | $214,378-28.5% | $200,582-23.6% | $142,382+7.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.08% | 46.41%-32.3pp | 42.33%-28.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,385 | $6,841-50.5% | $6,419-47.3% | $4,299-21.3% |
| Participant deferral / active EE | $10,245 | $9,865+3.9% | $9,331+9.8% | $6,507+57.4% |
| Admin fee / account holder | $107 | $17,692-99.4% | $16,305-99.3% | $12,624-99.2% |