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 | $92,568 | $185,822-50.2% | $169,993-45.5% | $139,434-33.6% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 19.06% | 60.50%-41.4pp | 53.37%-34.3pp | 372.94%-353.9pp |
| Employer contribution / active EE | $9,054 | $7,590+19.3% | $6,785+33.4% | $4,751+90.6% |
| Participant deferral / active EE | $6,799 | $11,622-41.5% | $10,408-34.7% | $6,710+1.3% |
| Admin fee / account holder | $281 | $15,381-98.2% | $12,815-97.8% | $11,403-97.5% |