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 | $156,649 | $228,332-31.4% | $185,823-15.7% | $158,922-1.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.70% | 40.80%-25.1pp | 35.95%-20.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,950 | $4,967-60.7% | $4,087-52.3% | $4,761-59.0% |
| Participant deferral / active EE | $5,200 | $6,415-18.9% | $5,632-7.7% | $5,982-13.1% |
| Admin fee / account holder | $183 | $11,864-98.5% | $9,500-98.1% | $11,246-98.4% |