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 | $88,761 | $177,572-50.0% | $154,803-42.7% | $142,382-37.7% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 18.80% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,176 | $4,810-54.8% | $4,305-49.5% | $4,299-49.4% |
| Participant deferral / active EE | $2,234 | $6,272-64.4% | $5,540-59.7% | $6,507-65.7% |
| Admin fee / account holder | $1 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |