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 | $74,552 | $217,402-65.7% | $185,823-59.9% | $167,490-55.5% |
| Participation rate | 85.0% | 86.0%-1.0pp | 81.7%+3.3pp | 82.1%+2.9pp |
| Annual return | 15.01% | 148.36%-133.4pp | 122.05%-107.0pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,748 | $5,873-53.2% | $5,167-46.8% | $4,837-43.2% |
| Participant deferral / active EE | $6,357 | $6,3560% | $5,568+14.2% | $6,341+0.3% |
| Admin fee / account holder | $212 | $19,811-98.9% | $16,237-98.7% | $12,309-98.3% |