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 | $68,470 | $165,335-58.6% | $149,696-54.3% | $158,922-56.9% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 26.58% | 348.15%-321.6pp | 276.60%-250.0pp | 302.83%-276.2pp |
| Employer contribution / active EE | $3,620 | $5,103-29.1% | $4,644-22.1% | $4,761-24.0% |
| Participant deferral / active EE | $7,973 | $7,181+11.0% | $6,842+16.5% | $5,982+33.3% |
| Admin fee / account holder | $85 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |