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 | $60,807 | $183,963-66.9% | $162,163-62.5% | $152,861-60.2% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 23.85% | 150.76%-126.9pp | 115.59%-91.7pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,097 | $6,371-67.1% | $5,614-62.6% | $4,762-56.0% |
| Participant deferral / active EE | $3,391 | $8,034-57.8% | $7,298-53.5% | $5,850-42.0% |
| Admin fee / account holder | $13 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |