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 | $142,814 | $201,272-29.0% | $184,203-22.5% | $145,922-2.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.67% | 29.00%-10.3pp | 28.81%-10.1pp | 561.29%-542.6pp |
| Employer contribution / active EE | $5,312 | $7,022-24.4% | $6,427-17.4% | $4,660+14.0% |
| Participant deferral / active EE | $10,172 | $9,806+3.7% | $9,131+11.4% | $6,688+52.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |