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 | $67,927 | $165,335-58.9% | $149,696-54.6% | $158,922-57.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 27.91% | 348.15%-320.2pp | 276.60%-248.7pp | 302.83%-274.9pp |
| Employer contribution / active EE | $8,726 | $5,103+71.0% | $4,644+87.9% | $4,761+83.3% |
| Participant deferral / active EE | $14,994 | $7,181+108.8% | $6,842+119.1% | $5,982+150.6% |
| Admin fee / account holder | $70 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |