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 | $168,856 | $228,332-26.0% | $185,823-9.1% | $158,922+6.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.40% | 40.80%-19.4pp | 35.95%-14.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $17,292 | $4,967+248.2% | $4,087+323.1% | $4,761+263.2% |
| Participant deferral / active EE | $17,667 | $6,415+175.4% | $5,632+213.7% | $5,982+195.3% |
| Admin fee / account holder | $15 | $11,864-99.9% | $9,500-99.8% | $11,246-99.9% |