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 | $119,560 | $227,553-47.5% | $189,557-36.9% | $167,490-28.6% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.4%+12.5pp | 82.1%+8.8pp |
| Annual return | 17.47% | 78.40%-60.9pp | 64.17%-46.7pp | 478.56%-461.1pp |
| Employer contribution / active EE | $1,364 | $5,316-74.3% | $4,412-69.1% | $4,837-71.8% |
| Participant deferral / active EE | $4,245 | $7,002-39.4% | $6,174-31.2% | $6,341-33.1% |
| Admin fee / account holder | $64 | $11,878-99.5% | $9,807-99.3% | $12,309-99.5% |