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 | $59,586 | $100,852-40.9% | $90,404-34.1% | $158,922-62.5% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 12.27% | 1724.20%-1711.9pp | 1293.02%-1280.7pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,898 | $3,689-48.6% | $3,262-41.8% | $4,761-60.1% |
| Participant deferral / active EE | $1,198 | $4,348-72.5% | $3,963-69.8% | $5,982-80.0% |
| Admin fee / account holder | $191 | $6,501-97.1% | $5,611-96.6% | $11,246-98.3% |