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 | $94,306 | $217,402-56.6% | $185,823-49.2% | $167,490-43.7% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 10.30% | 148.36%-138.1pp | 122.05%-111.8pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,918 | $5,873-67.3% | $5,167-62.9% | $4,837-60.3% |
| Participant deferral / active EE | $2,600 | $6,356-59.1% | $5,568-53.3% | $6,341-59.0% |
| Admin fee / account holder | $247 | $19,811-98.8% | $16,237-98.5% | $12,309-98.0% |