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 | $104,022 | $148,534-30.0% | $135,903-23.5% | $139,434-25.4% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 13.50% | 79.19%-65.7pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,731 | $5,243-47.9% | $4,856-43.8% | $4,751-42.5% |
| Participant deferral / active EE | $4,728 | $8,100-41.6% | $7,758-39.1% | $6,710-29.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |