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 | $96,928 | $209,411-53.7% | $178,490-45.7% | $158,922-39.0% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 13.80% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $4,001 | $5,706-29.9% | $5,011-20.1% | $4,761-16.0% |
| Participant deferral / active EE | $5,576 | $5,954-6.4% | $5,202+7.2% | $5,982-6.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |