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 | $127,405 | $165,335-22.9% | $149,696-14.9% | $158,922-19.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 8.46% | 348.15%-339.7pp | 276.60%-268.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $3,265 | $5,103-36.0% | $4,644-29.7% | $4,761-31.4% |
| Participant deferral / active EE | $10,225 | $7,181+42.4% | $6,842+49.5% | $5,982+70.9% |
| Admin fee / account holder | $239 | $10,807-97.8% | $9,309-97.4% | $11,246-97.9% |