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 | $53,813 | $209,411-74.3% | $178,490-69.9% | $158,922-66.1% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 15.29% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,079 | $5,706-63.6% | $5,011-58.5% | $4,761-56.3% |
| Participant deferral / active EE | $3,153 | $5,954-47.0% | $5,202-39.4% | $5,982-47.3% |
| Admin fee / account holder | $261 | $17,074-98.5% | $13,984-98.1% | $11,246-97.7% |