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 | $74,863 | $202,432-63.0% | $169,368-55.8% | $139,434-46.3% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 11.52% | 531.74%-520.2pp | 405.60%-394.1pp | 372.94%-361.4pp |
| Employer contribution / active EE | $6,919 | $4,692+47.4% | $4,013+72.4% | $4,751+45.6% |
| Participant deferral / active EE | $8,916 | $6,938+28.5% | $6,221+43.3% | $6,710+32.9% |
| Admin fee / account holder | $20 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |