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 | $150,077 | $176,056-14.8% | $159,436-5.9% | $167,490-10.4% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 16.02% | 331.75%-315.7pp | 263.57%-247.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,443 | $5,297-53.9% | $4,829-49.4% | $4,837-49.5% |
| Participant deferral / active EE | $9,905 | $7,750+27.8% | $7,352+34.7% | $6,341+56.2% |
| Admin fee / account holder | $173 | $12,554-98.6% | $10,799-98.4% | $12,309-98.6% |