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 | $93,178 | $159,602-41.6% | $150,045-37.9% | $142,382-34.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 112.69% | 70.24%+42.4pp | 62.55%+50.1pp | 217.08%-104.4pp |
| Employer contribution / active EE | $2,983 | $4,961-39.9% | $4,693-36.4% | $4,299-30.6% |
| Participant deferral / active EE | $2,961 | $8,310-64.4% | $7,997-63.0% | $6,507-54.5% |
| Admin fee / account holder | $76 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |