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 | $82,861 | $198,466-58.2% | $170,442-51.4% | $147,584-43.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 15.10% | 257.29%-242.2pp | 205.93%-190.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,651 | $6,184-73.3% | $5,433-69.6% | $4,876-66.1% |
| Participant deferral / active EE | $4,472 | $5,629-20.6% | $4,939-9.5% | $5,439-17.8% |
| Admin fee / account holder | $7 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |