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 | $118,862 | $112,881+5.3% | $90,951+30.7% | $158,922-25.2% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 17.37% | 215.79%-198.4pp | 134.60%-117.2pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,323 | $2,893-19.7% | $2,122+9.5% | $4,761-51.2% |
| Participant deferral / active EE | $5,011 | $4,128+21.4% | $3,373+48.6% | $5,982-16.2% |
| Admin fee / account holder | $5 | $8,041-99.9% | $5,959-99.9% | $11,246-100.0% |