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 | $113,582 | $144,119-21.2% | $117,854-3.6% | $147,584-23.0% |
| Participation rate | 76.9% | 83.4%-6.5pp | 79.7%-2.7pp | 82.8%-5.9pp |
| Annual return | 20.19% | 531.15%-511.0pp | 335.08%-314.9pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,660 | $4,896-66.1% | $3,786-56.2% | $4,876-66.0% |
| Participant deferral / active EE | $7,735 | $5,316+45.5% | $4,482+72.6% | $5,439+42.2% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |