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 9-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 | $98,031 | $209,411-53.2% | $178,490-45.1% | $158,922-38.3% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 33.44% | 188.75%-155.3pp | 151.07%-117.6pp | 302.83%-269.4pp |
| Employer contribution / active EE | $11,574 | $5,706+102.8% | $5,011+131.0% | $4,761+143.1% |
| Participant deferral / active EE | $4,497 | $5,954-24.5% | $5,202-13.6% | $5,982-24.8% |
| Admin fee / account holder | $242 | $17,074-98.6% | $13,984-98.3% | $11,246-97.8% |