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 9-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 | $69,868 | $90,348-22.7% | $75,972-8.0% | $145,922-52.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 9.30% | 620.88%-611.6pp | 359.55%-350.2pp | 561.29%-552.0pp |
| Employer contribution / active EE | $4,288 | $3,311+29.5% | $2,685+59.7% | $4,660-8.0% |
| Participant deferral / active EE | $11,506 | $5,162+122.9% | $4,255+170.4% | $6,688+72.0% |
| Admin fee / account holder | $284 | $8,467-96.7% | $6,467-95.6% | $13,397-97.9% |