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 | $138,358 | $165,335-16.3% | $149,696-7.6% | $158,922-12.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 12.96% | 348.15%-335.2pp | 276.60%-263.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,911 | $5,103-42.9% | $4,644-37.3% | $4,761-38.9% |
| Participant deferral / active EE | $4,611 | $7,181-35.8% | $6,842-32.6% | $5,982-22.9% |
| Admin fee / account holder | $145 | $10,807-98.7% | $9,309-98.4% | $11,246-98.7% |