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 | $99,300 | $217,402-54.3% | $185,823-46.6% | $167,490-40.7% |
| Participation rate | 77.3% | 86.0%-8.8pp | 81.7%-4.4pp | 82.1%-4.8pp |
| Annual return | 15.87% | 148.36%-132.5pp | 122.05%-106.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,629 | $5,873-72.3% | $5,167-68.5% | $4,837-66.3% |
| Participant deferral / active EE | $4,681 | $6,356-26.3% | $5,568-15.9% | $6,341-26.2% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |