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 | $124,901 | $209,411-40.4% | $178,490-30.0% | $158,922-21.4% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 17.11% | 188.75%-171.6pp | 151.07%-134.0pp | 302.83%-285.7pp |
| Employer contribution / active EE | $6,388 | $5,706+12.0% | $5,011+27.5% | $4,761+34.2% |
| Participant deferral / active EE | $5,276 | $5,954-11.4% | $5,202+1.4% | $5,982-11.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |