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 | $107,820 | $179,726-40.0% | $156,263-31.0% | $142,382-24.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.26% | 77.86%-65.6pp | 59.47%-47.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,445 | $5,069-71.5% | $4,333-66.6% | $4,299-66.4% |
| Participant deferral / active EE | $5,277 | $6,956-24.1% | $6,158-14.3% | $6,507-18.9% |
| Admin fee / account holder | $178 | $17,272-99.0% | $14,255-98.8% | $12,624-98.6% |