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 9-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 | $99,576 | $197,591-49.6% | $177,821-44.0% | $158,922-37.3% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 69.57% | 58.76%+10.8pp | 48.32%+21.2pp | 302.83%-233.3pp |
| Employer contribution / active EE | $10,555 | $6,697+57.6% | $5,918+78.3% | $4,761+121.7% |
| Participant deferral / active EE | $8,508 | $8,405+1.2% | $7,714+10.3% | $5,982+42.2% |
| Admin fee / account holder | $90 | $15,399-99.4% | $12,427-99.3% | $11,246-99.2% |