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 | $44,045 | $202,432-78.2% | $169,368-74.0% | $139,434-68.4% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 21.12% | 531.74%-510.6pp | 405.60%-384.5pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,151 | $4,692-54.2% | $4,013-46.4% | $4,751-54.7% |
| Participant deferral / active EE | $4,481 | $6,938-35.4% | $6,221-28.0% | $6,710-33.2% |
| Admin fee / account holder | $18 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |