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 | $38,912 | $209,411-81.4% | $178,490-78.2% | $158,922-75.5% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 22.92% | 188.75%-165.8pp | 151.07%-128.1pp | 302.83%-279.9pp |
| Employer contribution / active EE | $3,739 | $5,706-34.5% | $5,011-25.4% | $4,761-21.5% |
| Participant deferral / active EE | $5,895 | $5,954-1.0% | $5,202+13.3% | $5,982-1.5% |
| Admin fee / account holder | $133 | $17,074-99.2% | $13,984-99.1% | $11,246-98.8% |