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 | $65,070 | $165,335-60.6% | $149,696-56.5% | $158,922-59.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.06% | 348.15%-330.1pp | 276.60%-258.5pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,803 | $5,103-45.1% | $4,644-39.6% | $4,761-41.1% |
| Participant deferral / active EE | $7,485 | $7,181+4.2% | $6,842+9.4% | $5,982+25.1% |
| Admin fee / account holder | $29 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |