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 9-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 | $92,577 | $217,402-57.4% | $185,823-50.2% | $167,490-44.7% |
| Participation rate | 95.7% | 86.0%+9.6pp | 81.7%+14.0pp | 82.1%+13.5pp |
| Annual return | 17.90% | 148.36%-130.5pp | 122.05%-104.2pp | 478.56%-460.7pp |
| Employer contribution / active EE | $2,127 | $5,873-63.8% | $5,167-58.8% | $4,837-56.0% |
| Participant deferral / active EE | $4,247 | $6,356-33.2% | $5,568-23.7% | $6,341-33.0% |
| Admin fee / account holder | $191 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |