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 | $110,105 | $217,402-49.4% | $185,823-40.7% | $167,490-34.3% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 18.13% | 148.36%-130.2pp | 122.05%-103.9pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,540 | $5,873-73.8% | $5,167-70.2% | $4,837-68.2% |
| Participant deferral / active EE | $3,463 | $6,356-45.5% | $5,568-37.8% | $6,341-45.4% |
| Admin fee / account holder | $176 | $19,811-99.1% | $16,237-98.9% | $12,309-98.6% |