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 | $142,019 | $165,335-14.1% | $149,696-5.1% | $158,922-10.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.67% | 348.15%-322.5pp | 276.60%-250.9pp | 302.83%-277.2pp |
| Employer contribution / active EE | $2,278 | $5,103-55.3% | $4,644-50.9% | $4,761-52.1% |
| Participant deferral / active EE | $6,953 | $7,181-3.2% | $6,842+1.6% | $5,982+16.2% |
| Admin fee / account holder | $285 | $10,807-97.4% | $9,309-96.9% | $11,246-97.5% |