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 9-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 | $95,080 | $175,202-45.7% | $149,673-36.5% | $139,434-31.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 13.85% | 166.71%-152.9pp | 134.42%-120.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $7,150 | $5,474+30.6% | $4,818+48.4% | $4,751+50.5% |
| Participant deferral / active EE | $4,837 | $6,519-25.8% | $5,680-14.8% | $6,710-27.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |