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 | $136,601 | $209,411-34.8% | $178,490-23.5% | $158,922-14.0% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 19.95% | 188.75%-168.8pp | 151.07%-131.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,495 | $5,706-73.8% | $5,011-70.2% | $4,761-68.6% |
| Participant deferral / active EE | $3,921 | $5,954-34.1% | $5,202-24.6% | $5,982-34.5% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |