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 | $91,411 | $165,335-44.7% | $149,696-38.9% | $158,922-42.5% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 23.43% | 348.15%-324.7pp | 276.60%-253.2pp | 302.83%-279.4pp |
| Employer contribution / active EE | $3,833 | $5,103-24.9% | $4,644-17.5% | $4,761-19.5% |
| Participant deferral / active EE | $8,904 | $7,181+24.0% | $6,842+30.1% | $5,982+48.8% |
| Admin fee / account holder | $269 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |