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 | $107,526 | $129,217-16.8% | $93,406+15.1% | $158,922-32.3% |
| Participation rate | 86.7% | 71.0%+15.7pp | 66.8%+19.9pp | 82.0%+4.7pp |
| Annual return | 7.39% | 118.21%-110.8pp | 78.05%-70.7pp | 302.83%-295.4pp |
| Employer contribution / active EE | $181 | $2,711-93.3% | $2,075-91.3% | $4,761-96.2% |
| Participant deferral / active EE | $6,659 | $3,909+70.4% | $3,126+113.0% | $5,982+11.3% |
| Admin fee / account holder | $219 | $7,383-97.0% | $5,230-95.8% | $11,246-98.1% |