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 | $114,499 | $177,572-35.5% | $154,803-26.0% | $142,382-19.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.02% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $11,714 | $4,810+143.5% | $4,305+172.1% | $4,299+172.5% |
| Participant deferral / active EE | $4,715 | $6,272-24.8% | $5,540-14.9% | $6,507-27.5% |
| Admin fee / account holder | $292 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |