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 | $40,460 | $202,318-80.0% | $172,739-76.6% | $152,861-73.5% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.4%-0.1pp |
| Annual return | 13.15% | 1029.65%-1016.5pp | 802.84%-789.7pp | 345.32%-332.2pp |
| Employer contribution / active EE | $6,620 | $5,856+13.0% | $5,143+28.7% | $4,762+39.0% |
| Participant deferral / active EE | $5,237 | $5,948-11.9% | $5,198+0.8% | $5,850-10.5% |
| Admin fee / account holder | $184 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |