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 | $79,789 | $176,056-54.7% | $159,436-50.0% | $167,490-52.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.68% | 331.75%-318.1pp | 263.57%-249.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $3,426 | $5,297-35.3% | $4,829-29.1% | $4,837-29.2% |
| Participant deferral / active EE | $19,016 | $7,750+145.4% | $7,352+158.6% | $6,341+199.9% |
| Admin fee / account holder | $161 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |