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 | $103,657 | $201,272-48.5% | $184,203-43.7% | $145,922-29.0% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 12.94% | 29.00%-16.1pp | 28.81%-15.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $10,814 | $7,022+54.0% | $6,427+68.3% | $4,660+132.1% |
| Participant deferral / active EE | $7,091 | $9,806-27.7% | $9,131-22.3% | $6,688+6.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |