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 | $128,603 | $214,378-40.0% | $200,582-35.9% | $142,382-9.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 19.86% | 46.41%-26.5pp | 42.33%-22.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $5,975 | $6,841-12.7% | $6,419-6.9% | $4,299+39.0% |
| Participant deferral / active EE | $4,889 | $9,865-50.4% | $9,331-47.6% | $6,507-24.9% |
| Admin fee / account holder | $277 | $17,692-98.4% | $16,305-98.3% | $12,624-97.8% |