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 | $97,373 | $81,632+19.3% | $70,449+38.2% | $158,922-38.7% |
| Participation rate | 72.7% | 77.7%-5.0pp | 75.1%-2.3pp | 82.0%-9.2pp |
| Annual return | 10.84% | 208.40%-197.6pp | 109.03%-98.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,822 | $3,217-43.4% | $2,737-33.4% | $4,761-61.7% |
| Participant deferral / active EE | $5,362 | $4,554+17.8% | $3,709+44.6% | $5,982-10.4% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |