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 | $86,114 | $183,519-53.1% | $155,509-44.6% | $145,922-41.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.30% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,661 | $5,313-68.7% | $4,672-64.5% | $4,660-64.4% |
| Participant deferral / active EE | $5,995 | $6,462-7.2% | $5,626+6.6% | $6,688-10.4% |
| Admin fee / account holder | $223 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |