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 | $78,344 | $157,256-50.2% | $141,162-44.5% | $152,861-48.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 16.88% | 64.32%-47.4pp | 71.39%-54.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,020 | $5,261-80.6% | $4,735-78.5% | $4,762-78.6% |
| Participant deferral / active EE | $4,453 | $7,109-37.4% | $6,709-33.6% | $5,850-23.9% |
| Admin fee / account holder | $133 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |