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 | $98,226 | $96,484+1.8% | $75,886+29.4% | $152,861-35.7% |
| Participation rate | 76.5% | 76.2%+0.3pp | 69.3%+7.2pp | 82.4%-6.0pp |
| Annual return | 19.12% | 33.98%-14.9pp | 30.76%-11.6pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,568 | $3,309-22.4% | $2,500+2.7% | $4,762-46.1% |
| Participant deferral / active EE | $5,138 | $4,553+12.8% | $3,603+42.6% | $5,850-12.2% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |