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 | $71,964 | $107,334-33.0% | $92,893-22.5% | $152,861-52.9% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 24.99% | 145.58%-120.6pp | 109.41%-84.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $7,218 | $4,221+71.0% | $3,653+97.6% | $4,762+51.6% |
| Participant deferral / active EE | $5,489 | $4,845+13.3% | $4,236+29.6% | $5,850-6.2% |
| Admin fee / account holder | $181 | $7,079-97.4% | $5,794-96.9% | $11,596-98.4% |