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 | $83,753 | $165,335-49.3% | $149,696-44.1% | $158,922-47.3% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 25.82% | 348.15%-322.3pp | 276.60%-250.8pp | 302.83%-277.0pp |
| Employer contribution / active EE | $2,536 | $5,103-50.3% | $4,644-45.4% | $4,761-46.7% |
| Participant deferral / active EE | $7,755 | $7,181+8.0% | $6,842+13.3% | $5,982+29.6% |
| Admin fee / account holder | $62 | $10,807-99.4% | $9,309-99.3% | $11,246-99.5% |