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 | $93,760 | $198,466-52.8% | $170,442-45.0% | $147,584-36.5% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 21.98% | 257.29%-235.3pp | 205.93%-183.9pp | 578.55%-556.6pp |
| Employer contribution / active EE | $7,790 | $6,184+26.0% | $5,433+43.4% | $4,876+59.8% |
| Participant deferral / active EE | $3,172 | $5,629-43.7% | $4,939-35.8% | $5,439-41.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |