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 | $85,813 | $209,411-59.0% | $178,490-51.9% | $158,922-46.0% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 7.66% | 188.75%-181.1pp | 151.07%-143.4pp | 302.83%-295.2pp |
| Employer contribution / active EE | $8,227 | $5,706+44.2% | $5,011+64.2% | $4,761+72.8% |
| Participant deferral / active EE | $6,500 | $5,954+9.2% | $5,202+25.0% | $5,982+8.7% |
| Admin fee / account holder | $192 | $17,074-98.9% | $13,984-98.6% | $11,246-98.3% |