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 | $57,639 | $165,335-65.1% | $149,696-61.5% | $158,922-63.7% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 22.73% | 348.15%-325.4pp | 276.60%-253.9pp | 302.83%-280.1pp |
| Employer contribution / active EE | $3,999 | $5,103-21.6% | $4,644-13.9% | $4,761-16.0% |
| Participant deferral / active EE | $8,211 | $7,181+14.3% | $6,842+20.0% | $5,982+37.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |