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 | $107,106 | $159,602-32.9% | $150,045-28.6% | $142,382-24.8% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.3%-11.7pp | 80.1%-9.5pp |
| Annual return | 13.58% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,654 | $4,961-26.3% | $4,693-22.1% | $4,299-15.0% |
| Participant deferral / active EE | $6,334 | $8,310-23.8% | $7,997-20.8% | $6,507-2.7% |
| Admin fee / account holder | $199 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |