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 | $92,969 | $209,411-55.6% | $178,490-47.9% | $158,922-41.5% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 25.34% | 188.75%-163.4pp | 151.07%-125.7pp | 302.83%-277.5pp |
| Employer contribution / active EE | $3,274 | $5,706-42.6% | $5,011-34.7% | $4,761-31.2% |
| Participant deferral / active EE | $5,860 | $5,954-1.6% | $5,202+12.7% | $5,982-2.0% |
| Admin fee / account holder | $14 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |