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 | $133,699 | $214,378-37.6% | $200,582-33.3% | $142,382-6.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.44% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $7,315 | $6,841+6.9% | $6,419+14.0% | $4,299+70.2% |
| Participant deferral / active EE | $13,712 | $9,865+39.0% | $9,331+46.9% | $6,507+110.7% |
| Admin fee / account holder | $71 | $17,692-99.6% | $16,305-99.6% | $12,624-99.4% |