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 | $106,207 | $217,402-51.1% | $185,823-42.8% | $167,490-36.6% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 13.05% | 148.36%-135.3pp | 122.05%-109.0pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,518 | $5,873-57.1% | $5,167-51.3% | $4,837-47.9% |
| Participant deferral / active EE | $6,813 | $6,356+7.2% | $5,568+22.4% | $6,341+7.4% |
| Admin fee / account holder | $5 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |