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 | $173,819 | $109,817+58.3% | $98,442+76.6% | $167,490+3.8% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 13.21% | 1956.69%-1943.5pp | 1492.73%-1479.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $3,265 | $3,224+1.3% | $2,960+10.3% | $4,837-32.5% |
| Participant deferral / active EE | $6,396 | $4,673+36.9% | $4,276+49.6% | $6,341+0.9% |
| Admin fee / account holder | $112 | $6,753-98.3% | $5,949-98.1% | $12,309-99.1% |