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 | $73,146 | $177,572-58.8% | $154,803-52.7% | $142,382-48.6% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 17.68% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,714 | $4,810-22.8% | $4,305-13.7% | $4,299-13.6% |
| Participant deferral / active EE | $9,163 | $6,272+46.1% | $5,540+65.4% | $6,507+40.8% |
| Admin fee / account holder | $109 | $16,786-99.4% | $14,329-99.2% | $12,624-99.1% |