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 7-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 | $93,043 | $209,411-55.6% | $178,490-47.9% | $158,922-41.5% |
| Participation rate | 89.5% | 86.3%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 21.65% | 188.75%-167.1pp | 151.07%-129.4pp | 302.83%-281.2pp |
| Employer contribution / active EE | $2,885 | $5,706-49.4% | $5,011-42.4% | $4,761-39.4% |
| Participant deferral / active EE | $5,851 | $5,954-1.7% | $5,202+12.5% | $5,982-2.2% |
| Admin fee / account holder | $270 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |