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 | $66,494 | $121,625-45.3% | $104,607-36.4% | $158,922-58.2% |
| Participation rate | 90.9% | 77.5%+13.4pp | 74.1%+16.8pp | 82.0%+9.0pp |
| Annual return | 16.23% | 465.26%-449.0pp | 340.46%-324.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,637 | $3,163-48.2% | $2,681-38.9% | $4,761-65.6% |
| Participant deferral / active EE | $4,330 | $4,177+3.7% | $3,740+15.8% | $5,982-27.6% |
| Admin fee / account holder | $257 | $7,787-96.7% | $6,473-96.0% | $11,246-97.7% |