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 | $62,623 | $217,402-71.2% | $185,823-66.3% | $167,490-62.6% |
| Participation rate | 73.3% | 86.0%-12.7pp | 81.7%-8.4pp | 82.1%-8.8pp |
| Annual return | 8.86% | 148.36%-139.5pp | 122.05%-113.2pp | 478.56%-469.7pp |
| Employer contribution / active EE | $1,587 | $5,873-73.0% | $5,167-69.3% | $4,837-67.2% |
| Participant deferral / active EE | $4,632 | $6,356-27.1% | $5,568-16.8% | $6,341-26.9% |
| Admin fee / account holder | $172 | $19,811-99.1% | $16,237-98.9% | $12,309-98.6% |