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 | $118,574 | $209,832-43.5% | $189,513-37.4% | $167,490-29.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.56% | 748.27%-729.7pp | 555.15%-536.6pp | 478.56%-460.0pp |
| Employer contribution / active EE | $4,527 | $6,914-34.5% | $6,162-26.5% | $4,837-6.4% |
| Participant deferral / active EE | $11,186 | $8,935+25.2% | $8,221+36.1% | $6,341+76.4% |
| Admin fee / account holder | $44 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |