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 | $112,147 | $227,553-50.7% | $189,557-40.8% | $167,490-33.0% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.4%+12.5pp | 82.1%+8.8pp |
| Annual return | 20.82% | 78.40%-57.6pp | 64.17%-43.3pp | 478.56%-457.7pp |
| Employer contribution / active EE | $2,113 | $5,316-60.3% | $4,412-52.1% | $4,837-56.3% |
| Participant deferral / active EE | $4,311 | $7,002-38.4% | $6,174-30.2% | $6,341-32.0% |
| Admin fee / account holder | $192 | $11,878-98.4% | $9,807-98.0% | $12,309-98.4% |