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 | $114,588 | $209,832-45.4% | $189,513-39.5% | $167,490-31.6% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 11.85% | 748.27%-736.4pp | 555.15%-543.3pp | 478.56%-466.7pp |
| Employer contribution / active EE | $4,712 | $6,914-31.8% | $6,162-23.5% | $4,837-2.6% |
| Participant deferral / active EE | $5,821 | $8,935-34.8% | $8,221-29.2% | $6,341-8.2% |
| Admin fee / account holder | $105 | $14,293-99.3% | $12,045-99.1% | $12,309-99.1% |