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 | $82,200 | $114,381-28.1% | $107,525-23.6% | $142,382-42.3% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 14.88% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,840 | $4,015-54.2% | $3,754-51.0% | $4,299-57.2% |
| Participant deferral / active EE | $2,971 | $5,564-46.6% | $5,116-41.9% | $6,507-54.3% |
| Admin fee / account holder | $9 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |