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 | $75,043 | $176,056-57.4% | $159,436-52.9% | $167,490-55.2% |
| Participation rate | 72.7% | 84.9%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 15.33% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,277 | $5,297-57.0% | $4,829-52.8% | $4,837-52.9% |
| Participant deferral / active EE | $6,503 | $7,750-16.1% | $7,352-11.6% | $6,341+2.5% |
| Admin fee / account holder | $18 | $12,554-99.9% | $10,799-99.8% | $12,309-99.9% |