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 | $175,999 | $197,591-10.9% | $177,821-1.0% | $158,922+10.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.66% | 58.76%-45.1pp | 48.32%-34.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $4,899 | $6,697-26.9% | $5,918-17.2% | $4,761+2.9% |
| Participant deferral / active EE | $7,906 | $8,405-5.9% | $7,714+2.5% | $5,982+32.2% |
| Admin fee / account holder | $174 | $15,399-98.9% | $12,427-98.6% | $11,246-98.4% |