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 | $125,940 | $176,056-28.5% | $159,436-21.0% | $167,490-24.8% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 12.97% | 331.75%-318.8pp | 263.57%-250.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,421 | $5,297-73.2% | $4,829-70.6% | $4,837-70.6% |
| Participant deferral / active EE | $7,108 | $7,750-8.3% | $7,352-3.3% | $6,341+12.1% |
| Admin fee / account holder | $159 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |