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 | $80,134 | $90,348-11.3% | $75,972+5.5% | $145,922-45.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 10.50% | 620.88%-610.4pp | 359.55%-349.0pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,893 | $3,311-12.6% | $2,685+7.8% | $4,660-37.9% |
| Participant deferral / active EE | $1,784 | $5,162-65.4% | $4,255-58.1% | $6,688-73.3% |
| Admin fee / account holder | $24 | $8,467-99.7% | $6,467-99.6% | $13,397-99.8% |