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 | $186,145 | $159,901+16.4% | $146,958+26.7% | $145,922+27.6% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 10.77% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,803 | $5,286-47.0% | $4,933-43.2% | $4,660-39.8% |
| Participant deferral / active EE | $7,061 | $8,428-16.2% | $8,070-12.5% | $6,688+5.6% |
| Admin fee / account holder | $76 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |