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 | $115,796 | $54,705+111.7% | $71,209+62.6% | $84,808+36.5% |
| Participation rate | 96.8% | 64.1%+32.7pp | 73.8%+23.0pp | 68.3%+28.5pp |
| Annual return | 14.67% | 35.90%-21.2pp | 282.51%-267.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,850 | $2,158+78.4% | $2,721+41.5% | $2,631+46.3% |
| Participant deferral / active EE | $4,465 | $3,030+47.4% | $4,175+7.0% | $4,212+6.0% |
| Admin fee / account holder | $84 | $4,863-98.3% | $5,349-98.4% | $7,344-98.9% |