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 | $85,123 | $165,984-48.7% | $164,813-48.4% | $145,922-41.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 10.78% | 100.03%-89.3pp | 69.93%-59.2pp | 561.29%-550.5pp |
| Employer contribution / active EE | $4,941 | $5,273-6.3% | $4,341+13.8% | $4,660+6.0% |
| Participant deferral / active EE | $11,956 | $6,959+71.8% | $6,031+98.2% | $6,688+78.8% |
| Admin fee / account holder | $273 | $16,648-98.4% | $12,690-97.9% | $13,397-98.0% |