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 7-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 | $84,721 | $159,901-47.0% | $146,958-42.4% | $145,922-41.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 13.72% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,810 | $5,286-46.8% | $4,933-43.0% | $4,660-39.7% |
| Participant deferral / active EE | $9,226 | $8,428+9.5% | $8,070+14.3% | $6,688+38.0% |
| Admin fee / account holder | $18 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |