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 | $95,913 | $115,770-17.2% | $101,248-5.3% | $158,922-39.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 22.18% | 56.14%-34.0pp | 46.47%-24.3pp | 302.83%-280.6pp |
| Employer contribution / active EE | $3,426 | $4,175-17.9% | $3,660-6.4% | $4,761-28.1% |
| Participant deferral / active EE | $12,338 | $4,957+148.9% | $4,370+182.3% | $5,982+106.3% |
| Admin fee / account holder | $19 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |