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 | $151,492 | $176,056-14.0% | $159,436-5.0% | $167,490-9.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 18.18% | 331.75%-313.6pp | 263.57%-245.4pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,492 | $5,297-71.8% | $4,829-69.1% | $4,837-69.2% |
| Participant deferral / active EE | $5,044 | $7,750-34.9% | $7,352-31.4% | $6,341-20.5% |
| Admin fee / account holder | $10 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |