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 | $70,020 | $152,587-54.1% | $125,175-44.1% | $152,861-54.2% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 29.77% | 54.84%-25.1pp | 43.79%-14.0pp | 345.32%-315.5pp |
| Employer contribution / active EE | $3,372 | $4,946-31.8% | $3,865-12.8% | $4,762-29.2% |
| Participant deferral / active EE | $13,143 | $5,868+124.0% | $4,937+166.2% | $5,850+124.7% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |