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 3-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 | $162,678 | $214,378-24.1% | $200,582-18.9% | $142,382+14.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.01% | 46.41%-24.4pp | 42.33%-20.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $3,214 | $6,841-53.0% | $6,419-49.9% | $4,299-25.3% |
| Participant deferral / active EE | $9,233 | $9,865-6.4% | $9,331-1.1% | $6,507+41.9% |
| Admin fee / account holder | $184 | $17,692-99.0% | $16,305-98.9% | $12,624-98.5% |