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 | $46,508 | $198,466-76.6% | $170,442-72.7% | $147,584-68.5% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 15.64% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,596 | $6,184-74.2% | $5,433-70.6% | $4,876-67.3% |
| Participant deferral / active EE | $3,785 | $5,629-32.8% | $4,939-23.4% | $5,439-30.4% |
| Admin fee / account holder | $223 | $16,852-98.7% | $13,880-98.4% | $10,885-97.9% |