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 | $94,739 | $157,256-39.8% | $141,162-32.9% | $152,861-38.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 54.18% | 64.32%-10.1pp | 71.39%-17.2pp | 345.32%-291.1pp |
| Employer contribution / active EE | $1,930 | $5,261-63.3% | $4,735-59.2% | $4,762-59.5% |
| Participant deferral / active EE | $11,100 | $7,109+56.1% | $6,709+65.5% | $5,850+89.7% |
| Admin fee / account holder | $161 | $12,120-98.7% | $10,261-98.4% | $11,596-98.6% |