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 | $122,097 | $217,402-43.8% | $185,823-34.3% | $167,490-27.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.09% | 148.36%-138.3pp | 122.05%-112.0pp | 478.56%-468.5pp |
| Employer contribution / active EE | $2,394 | $5,873-59.2% | $5,167-53.7% | $4,837-50.5% |
| Participant deferral / active EE | $5,217 | $6,356-17.9% | $5,568-6.3% | $6,341-17.7% |
| Admin fee / account holder | $117 | $19,811-99.4% | $16,237-99.3% | $12,309-99.1% |