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 | $166,930 | $165,335+1.0% | $149,696+11.5% | $158,922+5.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.65% | 348.15%-333.5pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,389 | $5,103-53.2% | $4,644-48.6% | $4,761-49.8% |
| Participant deferral / active EE | $3,431 | $7,181-52.2% | $6,842-49.9% | $5,982-42.6% |
| Admin fee / account holder | $195 | $10,807-98.2% | $9,309-97.9% | $11,246-98.3% |