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 9-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 | $150,054 | $177,572-15.5% | $154,803-3.1% | $142,382+5.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.92% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,847 | $4,810-20.0% | $4,305-10.6% | $4,299-10.5% |
| Participant deferral / active EE | $9,562 | $6,272+52.5% | $5,540+72.6% | $6,507+46.9% |
| Admin fee / account holder | $134 | $16,786-99.2% | $14,329-99.1% | $12,624-98.9% |