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 | $75,071 | $165,335-54.6% | $149,696-49.9% | $158,922-52.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 20.86% | 348.15%-327.3pp | 276.60%-255.7pp | 302.83%-282.0pp |
| Employer contribution / active EE | $4,183 | $5,103-18.0% | $4,644-9.9% | $4,761-12.1% |
| Participant deferral / active EE | $8,019 | $7,181+11.7% | $6,842+17.2% | $5,982+34.0% |
| Admin fee / account holder | $211 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |