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 | $118,721 | $177,572-33.1% | $154,803-23.3% | $142,382-16.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.04% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,322 | $4,810-30.9% | $4,305-22.8% | $4,299-22.7% |
| Participant deferral / active EE | $8,606 | $6,272+37.2% | $5,540+55.3% | $6,507+32.3% |
| Admin fee / account holder | $21 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |