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 | $95,597 | $111,724-14.4% | $93,606+2.1% | $145,922-34.5% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.1pp |
| Annual return | 10.18% | 202.98%-192.8pp | 133.20%-123.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,145 | $3,090-30.6% | $2,420-11.4% | $4,660-54.0% |
| Participant deferral / active EE | $4,526 | $4,912-7.8% | $4,411+2.6% | $6,688-32.3% |
| Admin fee / account holder | $46 | $10,250-99.6% | $8,285-99.4% | $13,397-99.7% |