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 | $58,511 | $217,402-73.1% | $185,823-68.5% | $167,490-65.1% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 14.49% | 148.36%-133.9pp | 122.05%-107.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $6,950 | $5,873+18.3% | $5,167+34.5% | $4,837+43.7% |
| Participant deferral / active EE | $4,121 | $6,356-35.2% | $5,568-26.0% | $6,341-35.0% |
| Admin fee / account holder | $212 | $19,811-98.9% | $16,237-98.7% | $12,309-98.3% |