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 | $167,912 | $102,966+63.1% | $90,281+86.0% | $152,861+9.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 19.44% | 95.16%-75.7pp | 78.10%-58.7pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,248 | $3,139-60.2% | $2,854-56.3% | $4,762-73.8% |
| Participant deferral / active EE | $1,421 | $4,281-66.8% | $3,885-63.4% | $5,850-75.7% |
| Admin fee / account holder | $288 | $6,171-95.3% | $5,351-94.6% | $11,596-97.5% |