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 | $112,791 | $165,335-31.8% | $149,696-24.7% | $158,922-29.0% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 16.11% | 348.15%-332.0pp | 276.60%-260.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $9,027 | $5,103+76.9% | $4,644+94.4% | $4,761+89.6% |
| Participant deferral / active EE | $4,772 | $7,181-33.5% | $6,842-30.2% | $5,982-20.2% |
| Admin fee / account holder | $75 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |