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 | $106,299 | $165,335-35.7% | $149,696-29.0% | $158,922-33.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 34.91% | 348.15%-313.2pp | 276.60%-241.7pp | 302.83%-267.9pp |
| Employer contribution / active EE | $2,845 | $5,103-44.3% | $4,644-38.7% | $4,761-40.3% |
| Participant deferral / active EE | $6,008 | $7,181-16.3% | $6,842-12.2% | $5,982+0.4% |
| Admin fee / account holder | $9 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |