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 | $107,574 | $179,726-40.1% | $156,263-31.2% | $142,382-24.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.16% | 77.86%-66.7pp | 59.47%-48.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,082 | $5,069-39.2% | $4,333-28.9% | $4,299-28.3% |
| Participant deferral / active EE | $4,495 | $6,956-35.4% | $6,158-27.0% | $6,507-30.9% |
| Admin fee / account holder | $3 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |