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 | $92,221 | $109,327-15.6% | $89,391+3.2% | $158,922-42.0% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.0%+10.6pp | 82.0%-3.4pp |
| Annual return | 18.80% | 345.68%-326.9pp | 245.62%-226.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $3,638 | $3,170+14.8% | $2,586+40.7% | $4,761-23.6% |
| Participant deferral / active EE | $12,155 | $4,598+164.3% | $3,890+212.5% | $5,982+103.2% |
| Admin fee / account holder | $53 | $6,153-99.1% | $4,881-98.9% | $11,246-99.5% |