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 | $90,980 | $107,334-15.2% | $92,893-2.1% | $152,861-40.5% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 17.65% | 145.58%-127.9pp | 109.41%-91.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,945 | $4,221-53.9% | $3,653-46.8% | $4,762-59.2% |
| Participant deferral / active EE | $6,225 | $4,845+28.5% | $4,236+47.0% | $5,850+6.4% |
| Admin fee / account holder | $258 | $7,079-96.4% | $5,794-95.6% | $11,596-97.8% |