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 | $130,584 | $157,256-17.0% | $141,162-7.5% | $152,861-14.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 20.19% | 64.32%-44.1pp | 71.39%-51.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $10,122 | $5,261+92.4% | $4,735+113.8% | $4,762+112.5% |
| Participant deferral / active EE | $6,841 | $7,109-3.8% | $6,709+2.0% | $5,850+16.9% |
| Admin fee / account holder | $250 | $12,120-97.9% | $10,261-97.6% | $11,596-97.8% |