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 | $206,127 | $176,056+17.1% | $159,436+29.3% | $167,490+23.1% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 17.43% | 331.75%-314.3pp | 263.57%-246.1pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,380 | $5,297-55.1% | $4,829-50.7% | $4,837-50.8% |
| Participant deferral / active EE | $5,283 | $7,750-31.8% | $7,352-28.1% | $6,341-16.7% |
| Admin fee / account holder | $98 | $12,554-99.2% | $10,799-99.1% | $12,309-99.2% |