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 | $95,579 | $165,335-42.2% | $149,696-36.2% | $158,922-39.9% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 20.00% | 348.15%-328.1pp | 276.60%-256.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,576 | $5,103-29.9% | $4,644-23.0% | $4,761-24.9% |
| Participant deferral / active EE | $10,232 | $7,181+42.5% | $6,842+49.5% | $5,982+71.0% |
| Admin fee / account holder | $66 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |