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 | $79,907 | $209,411-61.8% | $178,490-55.2% | $158,922-49.7% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 16.91% | 188.75%-171.8pp | 151.07%-134.2pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,007 | $5,706-64.8% | $5,011-60.0% | $4,761-57.9% |
| Participant deferral / active EE | $7,523 | $5,954+26.3% | $5,202+44.6% | $5,982+25.8% |
| Admin fee / account holder | $16 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |