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 | $105,936 | $138,065-23.3% | $123,544-14.3% | $135,375-21.7% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | 7.89% | 153.68%-145.8pp | 119.20%-111.3pp | 519.73%-511.8pp |
| Employer contribution / active EE | $8,455 | $5,151+64.1% | $4,628+82.7% | $4,779+76.9% |
| Participant deferral / active EE | $5,836 | $6,799-14.2% | $6,426-9.2% | $5,609+4.1% |
| Admin fee / account holder | $261 | $10,916-97.6% | $9,284-97.2% | $10,827-97.6% |