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 | $79,346 | $157,256-49.5% | $141,162-43.8% | $152,861-48.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 20.66% | 64.32%-43.7pp | 71.39%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,748 | $5,261-47.8% | $4,735-42.0% | $4,762-42.3% |
| Participant deferral / active EE | $8,443 | $7,109+18.8% | $6,709+25.8% | $5,850+44.3% |
| Admin fee / account holder | $261 | $12,120-97.8% | $10,261-97.5% | $11,596-97.8% |