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 | $86,414 | $175,202-50.7% | $149,673-42.3% | $139,434-38.0% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 13.39% | 166.71%-153.3pp | 134.42%-121.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,369 | $5,474-38.5% | $4,818-30.1% | $4,751-29.1% |
| Participant deferral / active EE | $7,105 | $6,519+9.0% | $5,680+25.1% | $6,710+5.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |