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 | $123,731 | $210,648-41.3% | $177,989-30.5% | $145,922-15.2% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 16.21% | 385.86%-369.7pp | 294.48%-278.3pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,423 | $4,565-68.8% | $3,949-64.0% | $4,660-69.5% |
| Participant deferral / active EE | $4,873 | $6,958-30.0% | $6,276-22.4% | $6,688-27.1% |
| Admin fee / account holder | $26 | $12,013-99.8% | $10,363-99.8% | $13,397-99.8% |