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 | $125,191 | $112,881+10.9% | $90,951+37.6% | $158,922-21.2% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 15.09% | 215.79%-200.7pp | 134.60%-119.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,625 | $2,893-43.8% | $2,122-23.4% | $4,761-65.9% |
| Participant deferral / active EE | $3,168 | $4,128-23.3% | $3,373-6.1% | $5,982-47.0% |
| Admin fee / account holder | -$54 | $8,041-100.7% | $5,959-100.9% | $11,246-100.5% |