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 | $137,949 | $176,812-22.0% | $146,665-5.9% | $167,490-17.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.97% | 24.03%-8.1pp | 22.74%-6.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $4,819 | $5,160-6.6% | $4,136+16.5% | $4,837-0.4% |
| Participant deferral / active EE | $6,726 | $6,440+4.4% | $5,506+22.2% | $6,341+6.1% |
| Admin fee / account holder | $85 | $13,259-99.4% | $10,280-99.2% | $12,309-99.3% |