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 | $107,438 | $74,888+43.5% | $71,209+50.9% | $142,382-24.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 15.97% | 345.14%-329.2pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,586 | $2,854-44.5% | $2,721-41.7% | $4,299-63.1% |
| Participant deferral / active EE | $4,616 | $4,454+3.6% | $4,175+10.6% | $6,507-29.1% |
| Admin fee / account holder | $164 | $5,568-97.1% | $5,349-96.9% | $12,624-98.7% |