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 | $191,738 | $197,591-3.0% | $177,821+7.8% | $158,922+20.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.16% | 58.76%-37.6pp | 48.32%-27.2pp | 302.83%-281.7pp |
| Employer contribution / active EE | $5,274 | $6,697-21.3% | $5,918-10.9% | $4,761+10.8% |
| Participant deferral / active EE | $10,151 | $8,405+20.8% | $7,714+31.6% | $5,982+69.7% |
| Admin fee / account holder | $290 | $15,399-98.1% | $12,427-97.7% | $11,246-97.4% |