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 | $82,793 | $176,056-53.0% | $159,436-48.1% | $167,490-50.6% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 20.83% | 331.75%-310.9pp | 263.57%-242.7pp | 478.56%-457.7pp |
| Employer contribution / active EE | $4,043 | $5,297-23.7% | $4,829-16.3% | $4,837-16.4% |
| Participant deferral / active EE | $8,554 | $7,750+10.4% | $7,352+16.3% | $6,341+34.9% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |