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 | $59,074 | $176,056-66.4% | $159,436-62.9% | $167,490-64.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 15.25% | 331.75%-316.5pp | 263.57%-248.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,128 | $5,297-59.8% | $4,829-55.9% | $4,837-56.0% |
| Participant deferral / active EE | $8,702 | $7,750+12.3% | $7,352+18.4% | $6,341+37.2% |
| Admin fee / account holder | -$67 | $12,554-100.5% | $10,799-100.6% | $12,309-100.5% |