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 | $121,285 | $121,625-0.3% | $104,607+15.9% | $158,922-23.7% |
| Participation rate | 78.3% | 77.5%+0.7pp | 74.1%+4.2pp | 82.0%-3.7pp |
| Annual return | 18.56% | 465.26%-446.7pp | 340.46%-321.9pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,037 | $3,163-67.2% | $2,681-61.3% | $4,761-78.2% |
| Participant deferral / active EE | $3,705 | $4,177-11.3% | $3,740-0.9% | $5,982-38.1% |
| Admin fee / account holder | $77 | $7,787-99.0% | $6,473-98.8% | $11,246-99.3% |