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 | $90,755 | $111,724-18.8% | $93,606-3.0% | $145,922-37.8% |
| Participation rate | 72.2% | 74.2%-2.0pp | 68.7%+3.5pp | 80.3%-8.1pp |
| Annual return | 19.35% | 202.98%-183.6pp | 133.20%-113.8pp | 561.29%-541.9pp |
| Employer contribution / active EE | $2,920 | $3,090-5.5% | $2,420+20.7% | $4,660-37.3% |
| Participant deferral / active EE | $6,866 | $4,912+39.8% | $4,411+55.6% | $6,688+2.7% |
| Admin fee / account holder | $19 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |