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 | $94,547 | $185,822-49.1% | $169,993-44.4% | $139,434-32.2% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 21.38% | 60.50%-39.1pp | 53.37%-32.0pp | 372.94%-351.6pp |
| Employer contribution / active EE | $2,267 | $7,590-70.1% | $6,785-66.6% | $4,751-52.3% |
| Participant deferral / active EE | $3,136 | $11,622-73.0% | $10,408-69.9% | $6,710-53.3% |
| Admin fee / account holder | $19 | $15,381-99.9% | $12,815-99.9% | $11,403-99.8% |