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 | $82,938 | $77,145+7.5% | $108,410-23.5% | $85,850-3.4% |
| Participation rate | 72.4% | 74.7%-2.3pp | 80.1%-7.7pp | 69.3%+3.1pp |
| Annual return | 17.10% | 44.54%-27.4pp | 905.27%-888.2pp | 318.53%-301.4pp |
| Employer contribution / active EE | $4,176 | $2,379+75.5% | $3,558+17.4% | $2,565+62.8% |
| Participant deferral / active EE | $8,166 | $5,566+46.7% | $6,563+24.4% | $3,952+106.6% |
| Admin fee / account holder | $176 | $5,172-96.6% | $7,295-97.6% | $6,260-97.2% |