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 | $63,097 | $157,256-59.9% | $141,162-55.3% | $152,861-58.7% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 23.84% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $8,543 | $5,261+62.4% | $4,735+80.4% | $4,762+79.4% |
| Participant deferral / active EE | $7,337 | $7,109+3.2% | $6,709+9.4% | $5,850+25.4% |
| Admin fee / account holder | $131 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |