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 | $152,612 | $176,056-13.3% | $159,436-4.3% | $167,490-8.9% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 18.09% | 331.75%-313.7pp | 263.57%-245.5pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,950 | $5,297-63.2% | $4,829-59.6% | $4,837-59.7% |
| Participant deferral / active EE | $5,856 | $7,750-24.4% | $7,352-20.3% | $6,341-7.6% |
| Admin fee / account holder | $21 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |