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 | $96,450 | $185,822-48.1% | $169,993-43.3% | $139,434-30.8% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 43.99% | 60.50%-16.5pp | 53.37%-9.4pp | 372.94%-328.9pp |
| Employer contribution / active EE | $4,904 | $7,590-35.4% | $6,785-27.7% | $4,751+3.2% |
| Participant deferral / active EE | $10,983 | $11,622-5.5% | $10,408+5.5% | $6,710+63.7% |
| Admin fee / account holder | $238 | $15,381-98.4% | $12,815-98.1% | $11,403-97.9% |