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 | $88,722 | $165,335-46.3% | $149,696-40.7% | $158,922-44.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 19.35% | 348.15%-328.8pp | 276.60%-257.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $3,491 | $5,103-31.6% | $4,644-24.8% | $4,761-26.7% |
| Participant deferral / active EE | $11,740 | $7,181+63.5% | $6,842+71.6% | $5,982+96.3% |
| Admin fee / account holder | $168 | $10,807-98.4% | $9,309-98.2% | $11,246-98.5% |