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 | $96,510 | $198,466-51.4% | $170,442-43.4% | $147,584-34.6% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 13.42% | 257.29%-243.9pp | 205.93%-192.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $6,684 | $6,184+8.1% | $5,433+23.0% | $4,876+37.1% |
| Participant deferral / active EE | $4,014 | $5,629-28.7% | $4,939-18.7% | $5,439-26.2% |
| Admin fee / account holder | $84 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |