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 | $128,654 | $162,781-21.0% | $133,956-4.0% | $158,922-19.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.07% | 41.94%-24.9pp | 45.09%-28.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $3,007 | $4,975-39.6% | $3,919-23.3% | $4,761-36.8% |
| Participant deferral / active EE | $11,493 | $5,911+94.4% | $5,048+127.7% | $5,982+92.1% |
| Admin fee / account holder | $240 | $11,736-98.0% | $8,927-97.3% | $11,246-97.9% |