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 | $119,826 | $201,272-40.5% | $184,203-34.9% | $145,922-17.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 18.86% | 29.00%-10.1pp | 28.81%-10.0pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,619 | $7,022-62.7% | $6,427-59.2% | $4,660-43.8% |
| Participant deferral / active EE | $3,341 | $9,806-65.9% | $9,131-63.4% | $6,688-50.0% |
| Admin fee / account holder | $19 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |