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 | $177,989 | $198,466-10.3% | $170,442+4.4% | $147,584+20.6% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 12.38% | 257.29%-244.9pp | 205.93%-193.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $2,434 | $6,184-60.6% | $5,433-55.2% | $4,876-50.1% |
| Participant deferral / active EE | $3,639 | $5,629-35.4% | $4,939-26.3% | $5,439-33.1% |
| Admin fee / account holder | $31 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |