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 | $100,853 | $100,8520% | $90,404+11.6% | $158,922-36.5% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 13.93% | 1724.20%-1710.3pp | 1293.02%-1279.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,580 | $3,689-57.2% | $3,262-51.5% | $4,761-66.8% |
| Participant deferral / active EE | $5,199 | $4,348+19.6% | $3,963+31.2% | $5,982-13.1% |
| Admin fee / account holder | $89 | $6,501-98.6% | $5,611-98.4% | $11,246-99.2% |