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 | $41,899 | $165,335-74.7% | $149,696-72.0% | $158,922-73.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 29.15% | 348.15%-319.0pp | 276.60%-247.5pp | 302.83%-273.7pp |
| Employer contribution / active EE | $5,941 | $5,103+16.4% | $4,644+27.9% | $4,761+24.8% |
| Participant deferral / active EE | $8,321 | $7,181+15.9% | $6,842+21.6% | $5,982+39.1% |
| Admin fee / account holder | $2 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |