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 5-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 | $167,855 | $214,378-21.7% | $200,582-16.3% | $142,382+17.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.22% | 46.41%-22.2pp | 42.33%-18.1pp | 217.08%-192.9pp |
| Employer contribution / active EE | $2,038 | $6,841-70.2% | $6,419-68.3% | $4,299-52.6% |
| Participant deferral / active EE | $10,593 | $9,865+7.4% | $9,331+13.5% | $6,507+62.8% |
| Admin fee / account holder | $17 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |