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 | $94,009 | $144,119-34.8% | $117,854-20.2% | $147,584-36.3% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 32.23% | 531.15%-498.9pp | 335.08%-302.8pp | 578.55%-546.3pp |
| Employer contribution / active EE | $1,461 | $4,896-70.2% | $3,786-61.4% | $4,876-70.0% |
| Participant deferral / active EE | $3,002 | $5,316-43.5% | $4,482-33.0% | $5,439-44.8% |
| Admin fee / account holder | $228 | $10,886-97.9% | $8,020-97.2% | $10,885-97.9% |