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 | $119,796 | $138,065-13.2% | $123,544-3.0% | $135,375-11.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 22.35% | 153.68%-131.3pp | 119.20%-96.8pp | 519.73%-497.4pp |
| Employer contribution / active EE | $2,657 | $5,151-48.4% | $4,628-42.6% | $4,779-44.4% |
| Participant deferral / active EE | $5,328 | $6,799-21.6% | $6,426-17.1% | $5,609-5.0% |
| Admin fee / account holder | $48 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |