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 | $113,866 | $159,901-28.8% | $146,958-22.5% | $145,922-22.0% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 10.49% | 98.13%-87.6pp | 418.34%-407.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,661 | $5,286-30.7% | $4,933-25.8% | $4,660-21.4% |
| Participant deferral / active EE | $7,035 | $8,428-16.5% | $8,070-12.8% | $6,688+5.2% |
| Admin fee / account holder | $277 | $15,044-98.2% | $12,998-97.9% | $13,397-97.9% |