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 | $122,866 | $197,591-37.8% | $177,821-30.9% | $158,922-22.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 15.17% | 58.76%-43.6pp | 48.32%-33.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,641 | $6,697-60.6% | $5,918-55.4% | $4,761-44.5% |
| Participant deferral / active EE | $6,984 | $8,405-16.9% | $7,714-9.5% | $5,982+16.7% |
| Admin fee / account holder | $44 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |