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 7-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 | $113,713 | $114,381-0.6% | $107,525+5.8% | $142,382-20.1% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 20.61% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $5,891 | $4,015+46.7% | $3,754+56.9% | $4,299+37.0% |
| Participant deferral / active EE | $11,205 | $5,564+101.4% | $5,116+119.0% | $6,507+72.2% |
| Admin fee / account holder | $59 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |