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 | $84,401 | $176,056-52.1% | $159,436-47.1% | $167,490-49.6% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 15.21% | 331.75%-316.5pp | 263.57%-248.4pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,288 | $5,297-75.7% | $4,829-73.3% | $4,837-73.4% |
| Participant deferral / active EE | $4,664 | $7,750-39.8% | $7,352-36.6% | $6,341-26.4% |
| Admin fee / account holder | $209 | $12,554-98.3% | $10,799-98.1% | $12,309-98.3% |