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 | $100,621 | $209,411-52.0% | $178,490-43.6% | $158,922-36.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 17.42% | 188.75%-171.3pp | 151.07%-133.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,827 | $5,706-68.0% | $5,011-63.5% | $4,761-61.6% |
| Participant deferral / active EE | $8,484 | $5,954+42.5% | $5,202+63.1% | $5,982+41.8% |
| Admin fee / account holder | $10 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |