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 | $97,982 | $176,056-44.3% | $159,436-38.5% | $167,490-41.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.70% | 331.75%-318.1pp | 263.57%-249.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $3,949 | $5,297-25.5% | $4,829-18.2% | $4,837-18.4% |
| Participant deferral / active EE | $9,913 | $7,750+27.9% | $7,352+34.8% | $6,341+56.3% |
| Admin fee / account holder | $106 | $12,554-99.2% | $10,799-99.0% | $12,309-99.1% |