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 | $137,825 | $165,335-16.6% | $149,696-7.9% | $158,922-13.3% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 18.59% | 348.15%-329.6pp | 276.60%-258.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,259 | $5,103-55.7% | $4,644-51.4% | $4,761-52.6% |
| Participant deferral / active EE | $4,367 | $7,181-39.2% | $6,842-36.2% | $5,982-27.0% |
| Admin fee / account holder | $162 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |