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 9-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 | $105,242 | $159,602-34.1% | $150,045-29.9% | $142,382-26.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 20.39% | 70.24%-49.8pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,015 | $4,961-39.2% | $4,693-35.8% | $4,299-29.9% |
| Participant deferral / active EE | $3,015 | $8,310-63.7% | $7,997-62.3% | $6,507-53.7% |
| Admin fee / account holder | $87 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |