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 | $117,733 | $159,901-26.4% | $146,958-19.9% | $145,922-19.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.08% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,991 | $5,286-62.3% | $4,933-59.6% | $4,660-57.3% |
| Participant deferral / active EE | $5,974 | $8,428-29.1% | $8,070-26.0% | $6,688-10.7% |
| Admin fee / account holder | $10 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |