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 | $95,515 | $176,812-46.0% | $146,665-34.9% | $167,490-43.0% |
| Participation rate | 76.9% | 83.6%-6.7pp | 80.1%-3.1pp | 82.1%-5.2pp |
| Annual return | 19.19% | 24.03%-4.8pp | 22.74%-3.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $4,835 | $5,160-6.3% | $4,136+16.9% | $4,837-0.1% |
| Participant deferral / active EE | $11,100 | $6,440+72.4% | $5,506+101.6% | $6,341+75.0% |
| Admin fee / account holder | $11 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |