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 | $73,574 | $135,952-45.9% | $123,892-40.6% | $273,961-73.1% |
| Participation rate | 78.9% | 84.1%-5.1pp | 81.4%-2.5pp | 83.0%-4.1pp |
| Annual return | 10.51% | 56.63%-46.1pp | 47.52%-37.0pp | 41.45%-30.9pp |
| Employer contribution / active EE | $4,185 | $5,170-19.1% | $4,617-9.4% | $4,869-14.1% |
| Participant deferral / active EE | $7,510 | $6,343+18.4% | $5,984+25.5% | $5,287+42.0% |
| Admin fee / account holder | $69 | $9,817-99.3% | $8,357-99.2% | $10,132-99.3% |