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 | $65,443 | $209,411-68.7% | $178,490-63.3% | $158,922-58.8% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 13.42% | 188.75%-175.3pp | 151.07%-137.7pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,022 | $5,706-64.6% | $5,011-59.7% | $4,761-57.5% |
| Participant deferral / active EE | $3,971 | $5,954-33.3% | $5,202-23.7% | $5,982-33.6% |
| Admin fee / account holder | $247 | $17,074-98.6% | $13,984-98.2% | $11,246-97.8% |