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 | $82,638 | $176,056-53.1% | $159,436-48.2% | $167,490-50.7% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 17.38% | 331.75%-314.4pp | 263.57%-246.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $3,332 | $5,297-37.1% | $4,829-31.0% | $4,837-31.1% |
| Participant deferral / active EE | $8,409 | $7,750+8.5% | $7,352+14.4% | $6,341+32.6% |
| Admin fee / account holder | $6 | $12,554-100.0% | $10,799-99.9% | $12,309-100.0% |