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 | $65,405 | $209,411-68.8% | $178,490-63.4% | $158,922-58.8% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 14.85% | 188.75%-173.9pp | 151.07%-136.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,062 | $5,706-63.9% | $5,011-58.8% | $4,761-56.7% |
| Participant deferral / active EE | $6,874 | $5,954+15.4% | $5,202+32.1% | $5,982+14.9% |
| Admin fee / account holder | $210 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |