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 | $148,515 | $107,334+38.4% | $92,893+59.9% | $152,861-2.8% |
| Participation rate | 79.2% | 79.8%-0.6pp | 76.0%+3.2pp | 82.4%-3.3pp |
| Annual return | 22.21% | 145.58%-123.4pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,747 | $4,221-34.9% | $3,653-24.8% | $4,762-42.3% |
| Participant deferral / active EE | $4,431 | $4,845-8.5% | $4,236+4.6% | $5,850-24.3% |
| Admin fee / account holder | $212 | $7,079-97.0% | $5,794-96.3% | $11,596-98.2% |