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 | $75,920 | $165,335-54.1% | $149,696-49.3% | $158,922-52.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 27.40% | 348.15%-320.7pp | 276.60%-249.2pp | 302.83%-275.4pp |
| Employer contribution / active EE | $2,612 | $5,103-48.8% | $4,644-43.8% | $4,761-45.1% |
| Participant deferral / active EE | $10,151 | $7,181+41.4% | $6,842+48.4% | $5,982+69.7% |
| Admin fee / account holder | $22 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |