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 | $146,926 | $198,466-26.0% | $170,442-13.8% | $147,584-0.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.64% | 257.29%-240.7pp | 205.93%-189.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,696 | $6,184-72.6% | $5,433-68.8% | $4,876-65.2% |
| Participant deferral / active EE | $2,758 | $5,629-51.0% | $4,939-44.2% | $5,439-49.3% |
| Admin fee / account holder | $242 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |