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 | $114,176 | $217,402-47.5% | $185,823-38.6% | $167,490-31.8% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 11.04% | 148.36%-137.3pp | 122.05%-111.0pp | 478.56%-467.5pp |
| Employer contribution / active EE | $5,870 | $5,873-0.1% | $5,167+13.6% | $4,837+21.3% |
| Participant deferral / active EE | $4,553 | $6,356-28.4% | $5,568-18.2% | $6,341-28.2% |
| Admin fee / account holder | $37 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |