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 9-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 | $59,172 | $175,202-66.2% | $149,673-60.5% | $139,434-57.6% |
| Participation rate | 76.5% | 83.4%-6.9pp | 78.8%-2.3pp | 80.3%-3.8pp |
| Annual return | 16.03% | 166.71%-150.7pp | 134.42%-118.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,882 | $5,474-65.6% | $4,818-60.9% | $4,751-60.4% |
| Participant deferral / active EE | $4,114 | $6,519-36.9% | $5,680-27.6% | $6,710-38.7% |
| Admin fee / account holder | $130 | $16,150-99.2% | $13,210-99.0% | $11,403-98.9% |