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 | $125,764 | $180,449-30.3% | $154,107-18.4% | $135,375-7.1% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | 6.65% | 888.09%-881.4pp | 735.12%-728.5pp | 519.73%-513.1pp |
| Employer contribution / active EE | $13,361 | $6,035+121.4% | $5,298+152.2% | $4,779+179.6% |
| Participant deferral / active EE | $7,518 | $5,806+29.5% | $5,081+48.0% | $5,609+34.0% |
| Admin fee / account holder | $143 | $16,143-99.1% | $13,411-98.9% | $10,827-98.7% |