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 | $80,942 | $98,750-18.0% | $149,696-45.9% | $79,858+1.4% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.5%+2.9pp | 69.6%+15.8pp |
| Annual return | 22.13% | 27.43%-5.3pp | 276.60%-254.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $3,342 | $3,216+3.9% | $4,644-28.0% | $2,471+35.3% |
| Participant deferral / active EE | $10,373 | $5,680+82.6% | $6,842+51.6% | $3,740+177.4% |
| Admin fee / account holder | $124 | $6,053-98.0% | $9,309-98.7% | $5,306-97.7% |