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 | $112,279 | $209,411-46.4% | $178,490-37.1% | $158,922-29.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 14.41% | 188.75%-174.3pp | 151.07%-136.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,452 | $5,706-74.6% | $5,011-71.0% | $4,761-69.5% |
| Participant deferral / active EE | $7,561 | $5,954+27.0% | $5,202+45.4% | $5,982+26.4% |
| Admin fee / account holder | $81 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |