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 | $97,562 | $159,901-39.0% | $146,958-33.6% | $145,922-33.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 15.08% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,429 | $5,286-35.1% | $4,933-30.5% | $4,660-26.4% |
| Participant deferral / active EE | $8,434 | $8,428+0.1% | $8,070+4.5% | $6,688+26.1% |
| Admin fee / account holder | $157 | $15,044-99.0% | $12,998-98.8% | $13,397-98.8% |