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 | $138,881 | $209,832-33.8% | $189,513-26.7% | $167,490-17.1% |
| Participation rate | 87.0% | 88.7%-1.7pp | 87.8%-0.8pp | 82.1%+4.9pp |
| Annual return | 10.25% | 748.27%-738.0pp | 555.15%-544.9pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,917 | $6,914-72.3% | $6,162-68.9% | $4,837-60.4% |
| Participant deferral / active EE | $5,466 | $8,935-38.8% | $8,221-33.5% | $6,341-13.8% |
| Admin fee / account holder | $122 | $14,293-99.1% | $12,045-99.0% | $12,309-99.0% |