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 | $115,943 | $157,256-26.3% | $141,162-17.9% | $152,861-24.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.27% | 64.32%-42.1pp | 71.39%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $3,068 | $5,261-41.7% | $4,735-35.2% | $4,762-35.6% |
| Participant deferral / active EE | $7,416 | $7,109+4.3% | $6,709+10.5% | $5,850+26.8% |
| Admin fee / account holder | $58 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |