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 7-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 | $91,866 | $159,602-42.4% | $150,045-38.8% | $142,382-35.5% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 18.70% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $5,718 | $4,961+15.3% | $4,693+21.8% | $4,299+33.0% |
| Participant deferral / active EE | $13,921 | $8,310+67.5% | $7,997+74.1% | $6,507+113.9% |
| Admin fee / account holder | $298 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |