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 | $116,058 | $165,335-29.8% | $149,696-22.5% | $158,922-27.0% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 15.94% | 348.15%-332.2pp | 276.60%-260.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,635 | $5,103-68.0% | $4,644-64.8% | $4,761-65.7% |
| Participant deferral / active EE | $2,868 | $7,181-60.1% | $6,842-58.1% | $5,982-52.1% |
| Admin fee / account holder | $17 | $10,807-99.8% | $9,309-99.8% | $11,246-99.9% |