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 | $134,492 | $217,402-38.1% | $185,823-27.6% | $167,490-19.7% |
| Participation rate | 95.0% | 86.0%+9.0pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 11.41% | 148.36%-137.0pp | 122.05%-110.6pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,813 | $5,873-69.1% | $5,167-64.9% | $4,837-62.5% |
| Participant deferral / active EE | $5,809 | $6,356-8.6% | $5,568+4.3% | $6,341-8.4% |
| Admin fee / account holder | $23 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |