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 | $91,205 | $183,519-50.3% | $155,509-41.4% | $145,922-37.5% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 12.93% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,697 | $5,313-49.2% | $4,672-42.3% | $4,660-42.1% |
| Participant deferral / active EE | $5,917 | $6,462-8.4% | $5,626+5.2% | $6,688-11.5% |
| Admin fee / account holder | $121 | $19,313-99.4% | $15,912-99.2% | $13,397-99.1% |