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 | $108,576 | $114,381-5.1% | $107,525+1.0% | $142,382-23.7% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 12.66% | 242.71%-230.1pp | 181.32%-168.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,348 | $4,015-41.5% | $3,754-37.5% | $4,299-45.4% |
| Participant deferral / active EE | $10,491 | $5,564+88.5% | $5,116+105.1% | $6,507+61.2% |
| Admin fee / account holder | $160 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |