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 | $120,816 | $107,334+12.6% | $92,893+30.1% | $152,861-21.0% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.4%+2.2pp |
| Annual return | 24.06% | 145.58%-121.5pp | 109.41%-85.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,821 | $4,221-56.9% | $3,653-50.2% | $4,762-61.8% |
| Participant deferral / active EE | $4,058 | $4,845-16.2% | $4,236-4.2% | $5,850-30.6% |
| Admin fee / account holder | $269 | $7,079-96.2% | $5,794-95.4% | $11,596-97.7% |