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 | $112,052 | $112,881-0.7% | $90,951+23.2% | $158,922-29.5% |
| Participation rate | 72.2% | 74.7%-2.5pp | 69.0%+3.2pp | 82.0%-9.7pp |
| Annual return | 12.36% | 215.79%-203.4pp | 134.60%-122.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,201 | $2,893-23.9% | $2,122+3.7% | $4,761-53.8% |
| Participant deferral / active EE | $4,225 | $4,128+2.4% | $3,373+25.3% | $5,982-29.4% |
| Admin fee / account holder | $19 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |