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 | $130,057 | $121,625+6.9% | $104,607+24.3% | $158,922-18.2% |
| Participation rate | 90.9% | 77.5%+13.4pp | 74.1%+16.8pp | 82.0%+9.0pp |
| Annual return | 14.36% | 465.26%-450.9pp | 340.46%-326.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,348 | $3,163-57.4% | $2,681-49.7% | $4,761-71.7% |
| Participant deferral / active EE | $5,572 | $4,177+33.4% | $3,740+49.0% | $5,982-6.9% |
| Admin fee / account holder | $67 | $7,787-99.1% | $6,473-99.0% | $11,246-99.4% |