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 | $169,491 | $209,411-19.1% | $178,490-5.0% | $158,922+6.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.69% | 188.75%-168.1pp | 151.07%-130.4pp | 302.83%-282.1pp |
| Employer contribution / active EE | $4,583 | $5,706-19.7% | $5,011-8.5% | $4,761-3.7% |
| Participant deferral / active EE | $6,642 | $5,954+11.6% | $5,202+27.7% | $5,982+11.0% |
| Admin fee / account holder | $255 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |