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 | $106,229 | $165,335-35.7% | $149,696-29.0% | $158,922-33.2% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 14.94% | 348.15%-333.2pp | 276.60%-261.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $5,488 | $5,103+7.5% | $4,644+18.2% | $4,761+15.3% |
| Participant deferral / active EE | $5,125 | $7,181-28.6% | $6,842-25.1% | $5,982-14.3% |
| Admin fee / account holder | $237 | $10,807-97.8% | $9,309-97.5% | $11,246-97.9% |