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 | $67,642 | $175,202-61.4% | $149,673-54.8% | $139,434-51.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 18.04% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $6,343 | $5,474+15.9% | $4,818+31.7% | $4,751+33.5% |
| Participant deferral / active EE | $7,039 | $6,519+8.0% | $5,680+23.9% | $6,710+4.9% |
| Admin fee / account holder | $30 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |