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 | $71,177 | $217,402-67.3% | $185,823-61.7% | $167,490-57.5% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 18.53% | 148.36%-129.8pp | 122.05%-103.5pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,798 | $5,873-52.4% | $5,167-45.9% | $4,837-42.2% |
| Participant deferral / active EE | $6,727 | $6,356+5.8% | $5,568+20.8% | $6,341+6.1% |
| Admin fee / account holder | $195 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |