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 | $130,362 | $209,411-37.7% | $178,490-27.0% | $158,922-18.0% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 18.41% | 188.75%-170.3pp | 151.07%-132.7pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,278 | $5,706-77.6% | $5,011-74.5% | $4,761-73.2% |
| Participant deferral / active EE | $3,293 | $5,954-44.7% | $5,202-36.7% | $5,982-45.0% |
| Admin fee / account holder | $97 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |