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 | $102,680 | $148,534-30.9% | $135,903-24.4% | $139,434-26.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 29.02% | 79.19%-50.2pp | 68.23%-39.2pp | 372.94%-343.9pp |
| Employer contribution / active EE | $4,500 | $5,243-14.2% | $4,856-7.3% | $4,751-5.3% |
| Participant deferral / active EE | $15,222 | $8,100+87.9% | $7,758+96.2% | $6,710+126.8% |
| Admin fee / account holder | $253 | $12,400-98.0% | $10,762-97.7% | $11,403-97.8% |