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 | $93,644 | $198,466-52.8% | $170,442-45.1% | $147,584-36.5% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 16.87% | 257.29%-240.4pp | 205.93%-189.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,413 | $6,184-44.8% | $5,433-37.2% | $4,876-30.0% |
| Participant deferral / active EE | $6,150 | $5,629+9.2% | $4,939+24.5% | $5,439+13.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |