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 | $164,637 | $201,272-18.2% | $184,203-10.6% | $145,922+12.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.32% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $8,554 | $7,022+21.8% | $6,427+33.1% | $4,660+83.6% |
| Participant deferral / active EE | $14,859 | $9,806+51.5% | $9,131+62.7% | $6,688+122.2% |
| Admin fee / account holder | $145 | $16,364-99.1% | $13,901-99.0% | $13,397-98.9% |