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 | $116,667 | $176,056-33.7% | $159,436-26.8% | $167,490-30.3% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 11.89% | 331.75%-319.9pp | 263.57%-251.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $3,315 | $5,297-37.4% | $4,829-31.4% | $4,837-31.5% |
| Participant deferral / active EE | $7,068 | $7,750-8.8% | $7,352-3.9% | $6,341+11.5% |
| Admin fee / account holder | $180 | $12,554-98.6% | $10,799-98.3% | $12,309-98.5% |