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 | $106,310 | $209,411-49.2% | $178,490-40.4% | $158,922-33.1% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 10.99% | 188.75%-177.8pp | 151.07%-140.1pp | 302.83%-291.8pp |
| Employer contribution / active EE | $5,420 | $5,706-5.0% | $5,011+8.2% | $4,761+13.8% |
| Participant deferral / active EE | $3,072 | $5,954-48.4% | $5,202-40.9% | $5,982-48.6% |
| Admin fee / account holder | $208 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |