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 | $102,793 | $107,334-4.2% | $92,893+10.7% | $152,861-32.8% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 15.67% | 145.58%-129.9pp | 109.41%-93.7pp | 345.32%-329.7pp |
| Employer contribution / active EE | $2,887 | $4,221-31.6% | $3,653-21.0% | $4,762-39.4% |
| Participant deferral / active EE | $5,774 | $4,845+19.2% | $4,236+36.3% | $5,850-1.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |