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 | $118,106 | $226,064-47.8% | $182,532-35.3% | $152,861-22.7% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.0%+10.3pp | 82.4%+5.8pp |
| Annual return | 22.65% | 192.51%-169.9pp | 148.54%-125.9pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,066 | $4,978-78.6% | $4,076-73.8% | $4,762-77.6% |
| Participant deferral / active EE | $5,502 | $6,368-13.6% | $5,524-0.4% | $5,850-6.0% |
| Admin fee / account holder | $54 | $10,703-99.5% | $8,592-99.4% | $11,596-99.5% |