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 | $100,107 | $165,335-39.5% | $149,696-33.1% | $158,922-37.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 10.06% | 348.15%-338.1pp | 276.60%-266.5pp | 302.83%-292.8pp |
| Employer contribution / active EE | $2,151 | $5,103-57.8% | $4,644-53.7% | $4,761-54.8% |
| Participant deferral / active EE | $5,958 | $7,181-17.0% | $6,842-12.9% | $5,982-0.4% |
| Admin fee / account holder | $229 | $10,807-97.9% | $9,309-97.5% | $11,246-98.0% |