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 | $109,406 | $197,591-44.6% | $177,821-38.5% | $158,922-31.2% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 11.02% | 58.76%-47.7pp | 48.32%-37.3pp | 302.83%-291.8pp |
| Employer contribution / active EE | $4,061 | $6,697-39.4% | $5,918-31.4% | $4,761-14.7% |
| Participant deferral / active EE | $4,496 | $8,405-46.5% | $7,714-41.7% | $5,982-24.8% |
| Admin fee / account holder | $38 | $15,399-99.8% | $12,427-99.7% | $11,246-99.7% |