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 | $94,805 | $165,335-42.7% | $149,696-36.7% | $158,922-40.3% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 18.63% | 348.15%-329.5pp | 276.60%-258.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $4,017 | $5,103-21.3% | $4,644-13.5% | $4,761-15.6% |
| Participant deferral / active EE | $9,982 | $7,181+39.0% | $6,842+45.9% | $5,982+66.9% |
| Admin fee / account holder | $57 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |