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 | $97,757 | $165,335-40.9% | $149,696-34.7% | $158,922-38.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 18.22% | 348.15%-329.9pp | 276.60%-258.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $3,699 | $5,103-27.5% | $4,644-20.4% | $4,761-22.3% |
| Participant deferral / active EE | $6,002 | $7,181-16.4% | $6,842-12.3% | $5,982+0.3% |
| Admin fee / account holder | $16 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |