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 | $76,182 | $148,534-48.7% | $135,903-43.9% | $139,434-45.4% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 26.07% | 79.19%-53.1pp | 68.23%-42.2pp | 372.94%-346.9pp |
| Employer contribution / active EE | $5,963 | $5,243+13.7% | $4,856+22.8% | $4,751+25.5% |
| Participant deferral / active EE | $11,237 | $8,100+38.7% | $7,758+44.8% | $6,710+67.5% |
| Admin fee / account holder | $210 | $12,400-98.3% | $10,762-98.0% | $11,403-98.2% |